This section outlines:
Setting up a New Location
Setting up a New Work Location
Setting up a New Location
In the Navigation pane, select the Administration tab.
In the Setup Policies pane, select Locations. The top-level locations in your hierarchy are displayed in the List pane.
Browse to the desired level in the hierarchy of locations.
Right-click anywhere in the List pane, and select New Location. The New Location dialog opens.
Complete the following fields:
ID: Enter a short, unique ID for this location.
Name: Enter a name for this location, for example: Fourth Floor, or File Cabinet 49.
Responsible attorney: Select the
icon and then select the user that has control over this location. Select OK to return to the New Location dialog. If this field is left blank, it inherits the information from the parent location.Location type: Select the
icon and then select what type of location you are creating. The location type specifies the containment rules and icons that'll be used for this location. Select OK to return to the New Location dialog.Percent full: Move the slider control to reflect the actual used capacity of this storage location. This is an optional field which can be used to determine available space.
Valid for physical storage: This check box is selected by default. It indicates a real physical location where you can store the items.
While editing the file part, a non-physical location can’t be selected as Home Location.Home Location: Select the
icon and then select the default Home Location to assign to matter and file parts that have this location as their Office/Department. For example, for the Office/Department Chicago, if the Home Location defined is Chicago File Room 1— matters and file parts having Chicago as their Office/Department are assigned Chicago File Room 1 as their default Home Location.Bar code: Enter the barcode ID of this location.
NOTE:
A location valid for physical storage is one where a file could be located, such as a particular shelf in a room.
A location not valid for physical storage is a location that is further up in the hierarchy, such as the main office building.
This is a real location but isn't valid for physical storage as it isn't specific enough.
6. Select OK.
Setting up a New Work Location
You can specify a new Work Location-for example, specify the URL in the case where the Work Location was sent to the Desktop Client by the policy service (without the corresponding Work Server URL).
NOTE:
Electronic renditions require the specification of such Work URL.
In the Navigation pane, select the Administration tab.
In the Setup Policies pane, select Locations. The top-level locations in your hierarchy are displayed in the List pane.
Browse to the desired level in the hierarchy of locations.
Right-click anywhere in the List pane, and select New Work Location. The New Work Location dialog opens.
Enter the details in the following fields:
ID: Enter a short, unique ID for this location.
Work Library Name: Enter a unique name for this Work location.
Work Host Name: This is the fully-qualified URL of the Work server.
Select OK.