Adding Files to a Box Creation Request

When creating a box creation request or editing a saved draft, you can simultaneously add files to the request.

To add files to the box request:

1. Click Add Files from the Box Creation page. The File Creation Page displays.

The current number of files in the box displays at the top of the page, as well as the User Box Number you entered on the Box Creation page.

Note: Click Help? to view any custom instructions added for the page.

2. Enter the following dates for the contents of the file in the applicable fields:

• From Date

• To Date

• Event Date

3. Enter a title and description for the file in the applicable fields. Remember that the words entered in these fields become keywords for searching, so be consistent.

4. Click Add This File to add the file to the box.

Note: If any required fields are empty or contain incorrectly formatted information, a message displays. Click OK, and then enter the required information.

5. Add additional files, if necessary.

While adding files, the system retains field values from the previous entry to help save time during data entry. To add another file, modify the information currently displayed, and then click Add This File again.

Each time a file is added, Versatile updates the Files in Box field with the number of files currently in the box.

6. Click Done with Files when you finish adding files.

Note: If you forgot to save any file information when you click Done With Files, a prompt displays to remind you that the unsaved file information was not saved to the box. Click OK to continue without saving, or click Cancel to go back, and then select Add This File to save the file to the box.

When you finish adding files, Versatile redirects you to the main Box Creation Page to review your entries. To make changes to the files in the request, see Editing/Removing Files in Box Requests.