Filing from another Share site

Since we are using the Records Management site within Share, it is likely that we are also using standard Share sites to manage other types of documents, content, and collaboration data in our organization.

We've seen earlier that Share sites are especially good at providing a central point for organizing the content associated with a project, such as a project's documents, files, schedules, and discussions.

Standard Share sites, for example, can be used to manage the process for creating new documents, making use of document management capabilities like versioning and workflow. At some point, documents from within a Share site could then be moved and filed into the Records Management system.

Filing a document from a standard Share site into the Records Management site is easy to do. From within a Share site Document Library, a document is selected and marked to be moved:

Within the pop-up dialog that displays, it is then possible to navigate into the File Plan...