Overview

A box is a container used to store and organize file parts. It isn't a part of the file plan but can contain file parts. Only users with Box Privileges can access the Boxes page.

  • Select Boxes on the navigation bar.

  • Select a box to view its contents.

  • To go back to the boxes page from within a box, select the  icon.

  •  To view a record in a file plan, select a record inside a box, select the  icon, and then select the View in File Plan option.

Properties

The box list on the Boxes page displays the box name and some basic properties of the box, such as status and, if configured, vendor. You can also view additional box properties.

Select  > Properties to view the following in the Details panel:

  1. Properties Tab: View and, where applicable, edit information about the box.

NOTE: If you have rights to adjust box property information, it's possible to do so directly within this panel. Any changes made are recorded and displayed in the Timeline.

TIP: Client and Matter information is also displayed on this tab.

  1. Holds Tab: Displays information about the holds assigned to the box. Select  to filter the holds.

  2. Timeline Tab: Displays information about the time, date, and the user who modified the box. Select  to filter the timeline.

NOTE: To expand or collapse the box details menu, select the Show/Hide Details icon.

Filters

You can filter the box list as required. For more information, refer to Filters. Also refer to Boxes - Web#here below.

Creating a Dashboard chart from a filtered list

You can create a dashboard chart from the list of items displayed. Any filters applied to the list are retained in the chart creation dialog. Refer to Dashboard > Saving existing lists as dashboard charts.

Row actions

  • Row actions for boxes

  • Row actions for box contents

Row actions for boxes

Select a box (in a row) and then select the icon. The following actions are displayed:

  • Generate Box Detail Report (PDF, XML, or CSV)

  • Add to My Favorites

  • Reassign*

  • Delivery Request

  • Reprint Box Label

  • Properties

*Available for checked-out boxes only. For more information, refer to Reassigning Physical Records and Boxes.

For information about which actions can be performed simultaneously on multiple boxes, refer to Multiselect in IRM Web Client.

Row actions for box contents

When box contents are displayed, the following actions are displayed when the icon is selected on a particular row:

  • Delivery Request

  • Reprint File Label

  • Relate Item

  • Copy Record ID

  • View in File Plan

  • Properties

Actions, which can be performed simultaneously on multiple boxes, are available in the multiselect action section. Refer to Multiselect in IRM Web Client.