There are two primary ways to manually file records into Records Center Libraries. One way is a manual upload. To do this you navigate to the Records Center Library where your want to declare the record and select ‘Upload’. This process will allow you to copy a document from anywhere it resides into the SharePoint Records Library you are in. You can apply a Content Type to the uploaded document and add whatever metadata is required.
The other option for manually filing a record is to use the ‘Send to Records Center’ feature. (It’s important to note that this feature is limited to documents maintained in SharePoint Libraries and not available for documents stored in other locations.)
To use the ‘Send To…’ option, you have to configure the Records Routing Table to recognize the Content Type of the document you are sending to the Records Center and direct it to the proper Records Center Library. Here’s how you do that.
In the Records Center, click on ‘Record Routing’ in the Lists column.
In the Record Routing list page, click on ‘New’ and select ‘New Item’.
Give the List entry a title and description. Under ‘Location’ enter the exact name of the destination Library in the Records Center for these records. Next, enter the name of the Content Type. (If there are more than one Content Types going to this Library, enter them all and separate them with a forward slash (/).)
Click ‘OK’ and the new Record Routing Table entry has been created.
Now, using the example above, anytime you want to declare a Budget Content Type document a record, you can use the ‘Send To…’ option and it will automatically be classified in the ‘Financial Statements’ Records Center Library.