Add/Remove Options

To send or remove an individual record to one of the available options:

  1. From the displayed list of records, click the record that is to be to added or removed.

  2. Click Add/Remove and then click the menu option to be applied to the record.

    The record will be added or removed accordingly.

To send or remove multiple records to one of the available options:

  1. From the displayed list of records, tag the records that are to be added or removed.

  2. On the Actions panel, click Send to or Remove from and then click the menu option that is to be applied to the selected records.

    The selected records will be added or removed accordingly.

    NOTE: If you select to add or remove record(s) to User Labels, you will first need to select the User Label from a displayed list and then click Save.

Add/Remove menu options

  • Add to Favourites - adds the record(s) to your list of Favourite records. Your list of Favourite records can be added as a explorer item for easy access to this list. See Explorer panel for details.
  • Send to Recent Documents - adds the record(s) to your list of Recent Documents. Your list of Recent Documents can be added as a explorer item for easy access to this list. See Explorer panel for details.
  • Send to Containers - adds the record(s) to your list of Containers. Your list of Recent Containers can be added as a explorer item for easy access to this list. See Explorer panel for details.
  • Send to Records Work Tray - adds the record(s) to your Work Tray. Your Records Work Tray can be added as a explorer item for easy access to this list. See Explorer panel for details.
  • Add to User Label - adds the selected record(s) to a User Label.
  • Add to Check In Style - opens the Check In Style panel to enable easy creation of a Check In Style based on the selected record.
  • Add to Recycle Bin - adds the record(s) to Recycle Bin. Select a reason for moving the record(s) to the Recycle Bin from the drop-down. You can also add an entry to the record notes. To view the list of records in the recycle bin, click Recycled Records in the explorer panel. See Recycle Bin for details.
  • Remove from Favourites - removes the record(s) from your list of Favourite records.
  • Remove from Recent Documents - removes the record(s) from your list of Recent Documents.
  • Remove from My Containers - removes the record(s) from your list of Containers.
  • Remove from Records Work Tray - removes the record(s) from your Work Tray.
  • Remove from User Label - removes the record(s) from a User Label.