Configure a connection to the Records Center site

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A record is a document or other physical or electronic entity that serves as evidence of an activity or transaction performed by an organization. A records center is a special type of SharePoint site that stores records. When you configure a connection to the Records Center site, users can send documents from SharePoint document libraries to the Records Center.

  1. On the top link bar, click Application Management.

  2. On the Application Management page, in the External Service Connections section, click Records center.

  3. On the Configure Connection to Records Center page, in the Records Center Connection section, select Connect to a Records Center.

  4. In the URL box, type the URL where the Records Center Web Service is located.

  5. In the Display name box, type the friendly name for the Records Center site.

  6. Click OK.

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