Adding Box Creation Requests

You can submit Box Creation Requests at the same time you create them, or you can save them as drafts to be edited and submitted at a later time.

Note: Required fields are marked with an asterisk (*).

To add a box creation request:

1. Select Box Cre­ation Request from the Creation menu. The Box Creation page displays.

Note: View any custom instructions for this page by clicking Help?.

2. Select the company from the Company drop-down list.

If you are assigned to a default department, it displays to the right of the Depart­ment field. To select a different department for ownership of the box, see Selecting a Department.

Note: The Department Inquiry and Search buttons are not available if Versatile Web is configured to always use your default department for box/file creation.

3. Click either the Search or Inquiry button to the right of Record Series (see Selecting a Record Series) to select a record series for the box.

4. Enter the following box information, as necessary:

• User Box Number (this field will be forced to upper case)

• Type of Box

• Storage Room

• Content From Date (see Entering Dates)

• Content To Date

• Event Date

• Title

• Description

• User-Defined Fields

5. Click Add Files to add files to the box (see Adding Files to a Box Creation Request). This step might be required before you can submit the box, depending on your system configuration.

6. Do either of the following:

• To save the request as a draft, click Save As Draft (see Saving Requests as Drafts).

• To submit the request, click Submit Box (see Submitting Box Creation Requests).

Note: You cannot make changes to your request after it is submitted.