The first step in creating a Declare as Record entry template is to set the record class and file plan locations for the record. The end user cannot change the selected record class.
If you want to allow users to change the preset file plan locations, you must select the Show Record File Plan Locations step option. If you select the Hide Record File Plan Locations step option, the Catalog Record wizard page is not displayed when a user declares a record using the template.
To define the record class and file plan locations