Filing an electronic record from Share

Now that the File Plan is set up, it is easy to start filing records directly by using the Records Management site within Share.&;

Recall that records can be filed into only the record Folders of the File Plan. It is not possible to put records into either Series or Categories. To prevent us from doing so, the File icon on the toolbar is visible but grayed out, and not selectable when positioned within either Series or Category containers.