Transfer Files to Records

Before Beginning

Email Records & Information Management for a consultation before using Files for the first time.

In most cases, Files will only ever be transferred to a Box (Record). If you need to transfer a File to a User or Location, contact RIM first. 

All electronic records must be entered on the Records tab. Do not enter electronic records on the Files tab.

Transfer Files

Click the Files tab.

Search for the Files you wish to transfer.

Click the checkbox to the left of each File.

Click Transfer.

Select the Records tab.

Search for the correct Record (box).

Select the button for the correct Record (box).

Click Transfer.