Select Record Document dialog box

Use this dialog box to locate and select a record document to include with a record document package or an outgoing transmittal.

Look In

Select Record Documents or Record Document Packages to filter the list of available items.

When you select a package, all of its contents are added to the currently selected package or transmittal.

Select Item

Only record documents are available. Select a filter from the list for the type of record document you’re searching for to narrow the list of results.

Filter All Columns

You can filter by any text that appears in any of the columns. For example, if you know the title (or part of the title) of the record document or package you’re searching for, enter at least part of the subject in this field. The list updates automatically as you type. For example, if the record document you’re searching for has the number 30 somewhere in any column, enter 30 in this field. The list will be narrowed down to only record documents that have the number 30 somewhere in one of the columns.

Click the Settings icon, shown above, and select Toggle Column Filters to toggle between showing and hiding the column filter fields.

 

Click to clear all column filters.

Columns

Refer to Document Control activity center for a description of the columns.

 

To access this dialog box

Click Add on the Record Documents tab in the Add a Record Document Package dialog box.

Click Add on the Record Documents tab in the Modify Record Document Package dialog box.

Click Add on the Record Documents tab when a package is selected in the Document Control activity center.

Click Include Files from > Record Documents from the Associated Files tab when you send an outgoing transmittal.