Select the Search menu.

Select Eligibility.

Two types of disposition eligibility searches are available and both have the same functionality. Select one of the following:

1. Precalculated Box Disposition...
   TIP: We recommend this search as it can generate results more quickly.

2. Box Disposition...

Enter your search criteria in any of the available fields:

• Event type: Select the  icon and select a retention event for which the box is eligible.

• Event date: Specify the event eligibility date.

• As of Today: Eligible on any day until today.

• Between: Eligible on any day within the specified date range.

• Until: Eligible on any day until the specified date.

• From: Eligible on any day from the specified date.

• Retention schedule: Select the  icon and then select the retention schedule for the box.

• Client: Select the  icon and then select the client.

• Matter: Select the  icon and then select the matter.

• Office/Department: Select the  icon and then select the location or group most responsible for the box.

• Media type: Select the  icon and then select the media type of the box to differentiate the different types of boxes (small, large, and so on).

Select OK.