The grid label preferences enable users to control the labels displayed in the following screens:
- Search Results
- Pickup List
- Select Records Management | Search, Retrieve. The Search Results screen is displayed.
- Select Grid Label Preferences from the Search Tools dropdown located at the top of the left-side search bar. The Grid Label Preferences screen opens. The first time you access this screen, the grid label preferences are set to show the default labels.
- If you need to change the grid labels for box-related column labels, you will use the upper portion of this screen:
a. Click the Custom Labels radio button near the top of the screen.
b. Select the customer the custom labels will display for.
c. A sample grid showing the custom labels for the customer displays.
- If you need to change the grid labels for file-related column labels, you will use the lower portion of this screen:
a. Click the Custom Labels radio button near the middle of the screen.
b. Select the customer, division (if division-enabled) and department (if division- and department-enabled) that the custom labels will display for.
c. A sample grid showing the custom labels for the customer, division and department displays.
- Click Save. The grid label preferences are saved and now display when you access the Search Results and Pickup List screens, as well as on exports from both of these screens.
See Also
Box Templates
File Templates