To Create a New File Plan Taxonomy Structure
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Open the System Admin tab ().
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Click the File Plans icon
.
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In the System Admin tab select the root File Plans item.
The File Plans form opens in the content pane.
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Find the File Plans topic and click New.
The File Plan form opens in the Content pane.
- Enter a code and a name for the new file plan.
- Use the lookup icon on the RTC (Record Type Class) line to select a file plan component class to associate with this file plan.
- Select the Add icon. File Plan topics are added to the form, and the new file plan is added to the File Plan explorer in the System Admin tab.
- Use the File Plan Components topic to add the child level components as needed, click the New link to add a child. Continue to add as many levels as necessary.
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Using the Select link on either the Move Disposition Instructions or Destruction Disposition Instructions topic line, select the applicable disposition instruction for this file plan.
or 
- Continue defining the remainder of the topics for the file plan as required.
