From the New menu in the toolbar, select Box.
Alternatively, in the Navigation pane, select the Circulation tab. In the File Creation pane, select New Box. The New Box dialog opens.Complete the following fields:
Vendor: If this field is shown, you can select a warehouse vendor identifier for this box. This field is optional.
ID: Enter an ID for this box. If you don't enter an ID for this box, the application automatically generates one. The ID created must be unique.
Name: Enter a name for this box.
Description: Enter a short description of this box
Media type: Select the media type of the box to differentiate the different types of boxes (small or large).
Percent full: Estimate the current used capacity of the box based on a percentage (0–100). This figure can be used to indicate whether a new box must be created.
Office/Department: Select the
icon and then select the location or group most responsible for this box.Client: Select the
icon and then select the appropriate client for this box.Matter: Select the
icon and then select the appropriate matter for this box.Responsible attorney: Select the
icon and then select the user that has control over this box.Retention schedule: Select the
icon and then select the retention schedule for this box. A retention schedule is only necessary to manage eligibility at the box level. This enables you to verify that both the box contents and the box itself are eligible.Retention start date: Select the date to start the schedule.
Open date: Enter the earliest open date for any of the items stored in this box. This field is for information purposes and is used only to show the date ranges of the items stored in this box.
Close date: Enter the latest close date for any of the items stored in this box. This field is for information purposes and is used only to show the date ranges of the items stored in this box.
Comments: Enter any relevant comments for this box.
Home location: Select the
icon and then select the location where this box is stored when not in circulation.
To create a series of boxes simultaneously, enter the number of boxes in the Number of boxes to create field.
NOTE: You can only create as many boxes as the box ID format (in terms of number of characters) entered. For example, if you enter the ID for the first box as IM_99 and specify two boxes to create, a message appears indicating that the number of boxes is not within the range of the specified format. This is because the second box gets an ID IM_100, which doesn't match the box ID format (in terms of number of characters).
Alternatively, to create the box(es) without closing the New Box dialog, select Save and New. This enables you to create additional boxes without opening the New Box dialog again.
Select OK.
NOTE: To simplify data entry, individual fields can be locked. Press Ctrl+L to save the information that you entered in the field, so that you don't have to re-enter the information. Locked fields are filled in yellow. To unlock a locked field, press Ctrl+U.