Transfer Records to On-Site Locations and Users

These instructions cover transferring Records to a Location or another User. Do not use this process to transfer Records to Patterson Pope (off-site storage). This is done with the “Request Pickup” process.

Click the Records tab.

Use the Quick Search fields to find the Records you wish to transfer.

Quick Search fields

Click the checkbox to the left of each Record (box).

Click Transfer.

Transfer button

Transferring to a Location

Select the Locations tab.

Search for the correct Location.

Select Location

Select the button for the correct Location. 

Select Location

Click Transfer.

Transferring to a User

Select the User tab.

Search for the correct User.

Select User

Select the button for the User.

Select User

Click Transfer.