Selecting a Record Series

Select a record series using one of the following methods:

The process for choosing a record series is the same, whether you do it from Box/File Search, Box/File Creation, or Retention Schedules.

Note: If a user is restricted from filing items into a series in Versatile Enterprise, the series is not selectable when adding box/file creation requests in Versatile Web.

The record series in the lookup window can be displayed and sorted either by Series ID or by Title, depending on how your system is configured.

Selecting a Series Using Search

Selecting a Series Using Inquiry

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