You can only link records in an open folder or a reopened folder. You must open the folder first, if it was closed, in order to link a record in there. You may 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. Records in linked instances inherit policies from all folders.
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 in an open state. Linking a record to a policy managed folder that has been closed (Records > Close Folder) is not permitted. For further details about link levels and containment policies, refer to "About containment policies".
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 folder or file plan to which to link the record.
Select Edit > Link here.