Containing a File within a Box

Allocating a box (container) for a physical file created in RecordPoint

In RecordPoint:

  1. From the Navigation Panel
  2. Under the browser group
  3. Select File Browser
  4. Browse to and select a non-electronic file
  5. From the document menu drop down (or from the ribbon under the Non Electronic group)
  6. Select Edit Item
  7. At the bottom of the form
  8. Click on the book icon to the right of the container field
  9. Search for the name of the relevant box and click Enter
  10. From the returned results select the relevant box and click OK
  11. A pop up form will appear and the Container number generated
  12. Click Save