Defining a Location

Before you can select a location in a retention schedule, you must first define the physical location that your records will be transferred or accessioned to.

Before creating a location, note that:

To create a location

  1. Start the Laserfiche Administration Console.
  2. In the console tree, expand the desired Laserfiche Server.
  3. Select the desired Laserfiche repository.
  4. If security has been enabled on that repository, log in as any user who has been granted the Records Management privilege.
  5. Expand the Records Management node and select Locations.
  6. From the Action menu, click New Location.
  7. Enter a name and description for the new location in the New Location dialog box.
  8. Optional: Enter contact information for the person or organization responsible for records in this location.

    9. Note: This contact information will be displayed when you export or print the file plan.

  9. Click OK to finish creating a location.
  1. Open the web client management page. Sign in as a user who has been granted the Records Management privilege.
  2. Select Records in the left pane.
  3. Within the Locations section, click Add to add a new location.
  4. Enter a name for the new location.
  5. Optional: Enter a description of the new location.
  6. Optional: Enter contact information for the persons or organizations responsible for records in this location.

    Note: This contact information will be displayed when you export or print the file plan.

  7. Click OK to finish creating a location.

To modify a location

  1. Double-click the location you want to modify.
  2. Enter or change the desired name, description, or contact information.
  3. Click OK to finish modifying a location.
  1. Navigate to the Locations section within the Record Properties tab of the Records page.
  2. Click on the name of the location you want to modify.
  3. Enter or change the desired name, description, or contact information.
  4. Click OK to finish modifying a location.