You can only link records in an open folder. The folder must be opened first if the record is in a closed folder. 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. Additionally, the containment policy must also allow it and the link level of the containment policy must also be set to greater than "1" (0 is unlimited).
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.