You can select a container in which to store an item such as a document, record, folder, or shortcut. To select a container for your item, complete the following steps.
-
In the Select Location dialog
box, under Container name, perform one of
the following actions.
- Type the name of an existing drawer or folder to select a container for a document, folder, or shortcut.
- Type the name of an existing record category or record folder to select a container for a record.
Note: To view records functionality, you must install a Records Manager license. - Optional. Under Filter by, click the drop-down box to limit your search results to existing drawers or to existing file plans.
- Click Search.
-
Under Select the location, choose
the desired location for your content. Results are limited to the
first fifty paths. If you do not see the desired location, you can
try repeating the optional step above, limiting your search results
to a different drawer or file plan.
Note: Similar paths might seem to display multiple times because your system can have many containers with the same name. However, each path is unique. For example, Drawer/Folder and Drawer/Folder/Folder are not the same location. Be sure to pick the lowest path in which you want your item stored.
- Click OK.