View and Move Lists Awaiting Approval : Smart Records Group

View and Move Lists Awaiting Approval Print

Created by: Jenny Delsol Meizoso

Modified on: Tue, 18 Jun, 2024 at 4:28 PM

Step 1

On the move tab click on the "View and Move Lists Awaiting Approval" icon.

Step 2

Locate the list you have created. Clicking on the name will bring up items on the move list.

Step 3

At the bottom of the page once the list is displayed you will find several options.

Image: https://smartdocumentmanagement.uservoice.com/assets/243132563/move%20lsit.PNG

Move this list - This will complete the move in the software. All the data will now include the new location.
Restore this list - In case the move is not going ahead you can restore the list.
Download report - This will create a PDF report of the move including from which box to which box, number of documents moved and which ones will stay in the old box.
Download CSV - This will create a report to be viewed in Excel which will contain the same information of the PDF version just in a different format.
Download Labels - This will create a PDF document with labels for the new boxes with the details of the old boxes for future reference.

Jenny is the author of this solution article.

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View and Move Lists Awaiting Approval Print