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Records Management
9 articles in this section
Records in SoterAI
Finding and using record type templates
Organizing your My Records tab
Working with records in SoterAI
Setting Up and Managing Your Record Types
How to Create a New Record Type
How to Populate a Record
Creating Records with AI Assistance
Importing Historical Records into SoterAI
Sharing Record Types
Sharing
Cloning vs Linking
Share links — expiry and revoke behavior
Managing Actions
Viewing Actions Across Workspaces
