Containing a File within a Box
Allocating a box (container) for a physical file created in RecordPoint
In RecordPoint:
- From the Navigation Panel
- Under the browser group
- Select File Browser
- Browse to and select a non-electronic file
- From the document menu drop down (or from the ribbon under the Non Electronic group)
- Select Edit Item
- At the bottom of the form
- Click on the book icon to the right of the container field
- Search for the name of the relevant box and click Enter
- From the returned results select the relevant box and click OK
- A pop up form will appear and the Container number generated
- Click Save