- Create a Record Center by using the record center template, it can be in the same web application as your source site or in a different web app. The latter is recommended;
- Establish the Connection to the Records Center: Central Administration-> External Service Connections section ->Records center. After this, your record center will appear to all document library's "send to" menu for any users who has read permission;
- Create a document libray in Record Center and Set up routing: Either the title or alias must be the content type name such as "document" or "form", and the location is the document library you created in the record center;
- users don't need any permission in the record center in order to submit recoreds. The only permission needed is the source site's application pool id (if it is different from the record center's pool id) has to be in the group of " Records Center Web Service Submitters for ...". Otherwise you will get the following error:
"The ... records center could not be found or accessed"
