# Presentation: 277283

## Module 4:Legal Transfer

**Module 4:****Legal Transfer**

## Learning Objectives

- At the conclusion of this module, you will be able to:
-  Create a new Legal Transfer Instrument

## Lesson Numbers

- Create a new Legal Transfer Instrument

## Module 4:  Legal Transfer 

- Lesson 1:
- Create a New Legal Transfer Instrument

## Create LTI from Blank

- I’ve logged in as an agency Transferring Official.
- On the main menu for “Transfers” there are 2 choices:
- Transfer Request
- Legal Transfer Instrument
- I’ll select “Legal Transfer Instrument – Create from Blank”

**Notes:**
I’ve logged in as an agency Transferring Official.

On the main menu for “Transfers” there are 2 choices:
Transfer Request
Legal Transfer Instrument

I’ll select “Legal Transfer Instrument – Create from Blank”

## Blank LTI

- Here is the blank Legal Transfer Instrument.  I want to point out a couple of things:
- The system does not permit me to enter data.  This is because data will be filled-in automatically from the Transfer Request that was previously completed
- We will get the data by attaching. or linking to,  a Transfer Request.  To do this we will click on the words “Attach Transfer Request.”

**Notes:**
Here is the blank Legal Transfer Instrument.  I want to point out a couple of things:

The system does not permit me to enter data.  This is because data will be filled-in automatically from the Transfer Request that was previously completed
We will get the data by linking to a Transfer Request.  To do this we will click on the “chain” icon.

## Search for Transfer Request

- When we click on “attach,” we’ll be sent to a “Transfer Request Search” screen.
- We can enter information in one or more fields and then click “search.”
- In this case, I’m just going to search on everything from the Department of Defense.

**Notes:**
When we click on the “chain” icon, we’ll be sent to a “Transfer Request Search” screen.  We can enter information in one or more fields and then click “search.”  In this case, I’m just going to search on everything from the Department of Defense.

## Search Results

- Here are the search results.  I’ve highlighted the Transfer Request I want to attach to the Legal Transfer Instrument.
- I attach it by double-clicking on the hyperlinked text on the left

**Notes:**
Here are the search results.  I’ve highlighted the Transfer Request I want to attach to the Legal Transfer Instrument.  I attach it by double-clicking on the hyperlinked text on the left

## TR Attached to LTI

- ERA has informed me that the Transfer Request has been attached to the LTI.
- We can associate more than one Transfer Request with a Legal Transfer Instrument.
- We also can “un-associate” the Transfer Request from the Legal Transfer Instrument.  Next to the TR number is the word “Detach.”
- Now, we’ll go through the individual sections of the LTI

**Notes:**
ERA has informed me that the Transfer Request has been attached to the LTI.

## Types of Legal Transfer

- A great deal of information has been pre-populated from the Transfer Request.  We cannot edit this information,
- The only field we can edit is called “Type of Legal Transfer.”  It is a mandatory field.  The pull-down menu has the following options:
- Annual Federal Records Center (FRC) Move
- Direct Offer from the agency to NARA
- Legacy Data Migration

**Notes:**
The only field we can edit is called “Type of Legal Transfer.”  It is a mandatory field.  The pull-down menu has the following options:

Annual Federal Records Center (FRC) Move
Direct Offer from the agency to NARA
Legacy Data Migration

I’ll select “Direct Offer”

## Disposition Authority

- All of this information has been pre-populated and cannot be edited

## Access Restrictions

- All of this information has been pre-populated from the Transfer Request and cannot be edited

## Records Type

- All of this information has been pre-populated and cannot be edited

## Container List

- All of this information has been pre-populated and cannot be edited

## Save LTI

- At this point I would “save” my work.  The “save” button is on the lower right.
- Note that the wording above the button is a taken from current NARA forms.  The text is a placeholder at this point.

**Notes:**
At this point I would “save” my work.  The “save” button is on the lower right.  Note that the wording above the button is a taken from current NARA forms.  The text is a placeholder at this point.

## Conclusion

- At the conclusion of this module, you are able to:
- Create a new Legal Transfer Instrument