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Viewing records

The record details page gives you access to the actions available to be performed on a record, the custom metadata, references to and from other records, and the record URL.
  1. Click the title of a record in the File Plan.

    The record details page displays. On this page, you can see the record details and the available actions in the Actions list.

  2. Click the location link above the record name to return to the File Plan.