Turn on the unit and start Records Manager.
Select the Box icon.
In the Box screen, you may be prompted for a box Vendor ID if this feature is enabled and a box vendor ID hasn't been entered already. Enter or scan the box vendor ID.
For more information, refer to Setting a warehouse vendor identifier.In the Retention Event field, scan or enter the retention event.
(Optional) In the Location ID field, scan or enter the location ID. To skip entering this information, select the Next button on the screen.
In the Box ID field, scan or enter the box ID.
In the record folder field, scan the record folder to add to the box. You can continue to scan multiple record folders.
The number of record folders scanned appears in the Item Count: N field, where N is the number of record folders scanned.
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.
To start a new box with record folders, press the ESC – Back button on the screen to return to the Box ID field, and scan or enter a new box ID.
To enter another series of record folders, repeat Step 6.
On the screen, select the Back button once to return to the Box ID field, and then change the box ID entered. Alternatively, select the button twice to return to the Location ID field, and then change the location ID entered. You can also select it thrice to return to the Retention Event field, and then change the retention event entered.
On the screen, select the Home button to return to the Records Manager menu.