Searching by Box/File Criteria

The Box/File Criteria tab is used to search by box number, user box number, file number, or record center Id.

To search by box/file criteria:

  1. [Optional] Click Clear to remove previous search filters.

  2. Select whether you want to search boxes and/or files by clicking the Boxes and/or Files check boxes. By default, Versatile searches both active and inactive boxes and/or files.

  3. Enter keywords as described in Searching by Keyword if you want to combine the search with keywords.

  4. Select the Box/File Criteria tab.

Note: Whenever you click in an entry field, Versatile automatically checks the check box next to that field; however, your search is not filtered by that field unless you enter a value in the field.

  1. Filter by user box number, record center ID, box number, or file number:

Note: To inventory the files in a specific box, enter the box number, and then select the check box next to Files.

Note: Ten is the default number of search results that display per page. To change the default number of search results that display per page, select a different number from the Results per page drop-down list.

  1. Click Search. The search results display on the Search Results Page (see Displaying Search Results).

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