Link a record stored in one policy managed folder to another policy managed folder if the record needs to be regulated by more than one policy managed folder. The record will now inherit policies from all locations.
You can link a record from one policy managed folder to another policy managed folder, in the same file plan or to another policy managed folder in another file plan, only if the policy managed folder selected is open. Linking a record to a policy managed folder that has been closed is not permitted. Additionally, the containment policy must also allow it, and the link level of the containment policy must also be set to greater than "1".
You can perform this procedures on both formal, and informal records.
To link a record to an open folder or to a file plan:
Navigate to, and select the record.
Select Edit > Add To Clipboard.
Navigate to the policy managed folder (file plan) to which to link the record.
Select Edit > Link here.