Create a physical file reference - Use Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

The physical file reference allows you to track the physical location, such as the building, shelf, or box location, of an item. Use this procedure to reference a file that is not stored in Perceptive Content, or to store the physical file reference data separate from the item that you want to reference. To create a physical file reference, complete the following steps.

1. In the explorer, click New > New Physical File Reference.
2. Perform one of the following actions to assign properties to the new physical file reference:
   • Assign properties to a document using an application plan.
   • Manually assign properties to a document.
3. Under Document Options, select any of the following options:
   • Add new item to version control. Places the new physical file reference under version control.
   • Send to workflow queue. Enables you to select a queue to route the physical file reference for further review or processing.
4. Under Physical Properties, in the Physical file template list, select the name of the template on which you want to base the physical file reference.
5. In the Physical properties box, select or type a value for each property that describes the physical location of the item.
6. Click OK.