1. Start the application.

  2. On the toolbar, select Box.

  3. Update the following fields:
    NOTE: The Vendor field may be displayed. For more information about this, refer to Setting or changing the warehouse vendor for boxes.

    • Event Type: Scan or select  and then select the retention event, which is the reason for this file part to be boxed.

    • Box: Scan or select  and then select the box to which the file part is to be moved. The items contained in the box are displayed in the Box Contents list.

    • Item: Scan the barcode ID or enter the fully qualified ID (for example, 01.001.MEM) for the file part that's being added.

  4. Press the Tab key or select Process.
    The action and results are displayed in the History pane. The file part is added to the box, and the top-level items in it are displayed in the Box Contents list.

NOTE: A box may be assigned to a client or matter, meaning that only file parts in such client or matter can be added to it. If you try to add a file part that doesn't belong to the same client/matter as the box, an explanatory error message is displayed.

  1. To print a report of the results of this action, refer to Printing History.