Complete Application Plan and Location sections - Use Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

The application plan that you select determines the fields that the system automatically populates and which of those fields you can modify. To select an application plan and complete the required location information, complete the following steps.

1. Optional. Under Application Plan, select an application plan from the list.
   • Optional. To refresh the system populated fields, click the Get Keys button.
   Based on the configuration of the selected application plan, the system automatically enters information in fields. The application plan also determines which fields you can modify.
2. If required, in the Create Locationdialog box, provide a storage destination of a record category or record folder.
   Based on the configuration of the selected application plan, you can use the path button to provide a storage destination.
3. Under Location, in the Name field, enter a required unique record name.