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    Manage Locations

    Your organization may store physical content in physical locations such as a building, room, row, shelf, box, etc. Location Management allows you to create hierarchical locations to reflect your storage structure for storing physical content.

    Create Locations

    On the **Physical records** > **Locations** page, there is a built-in **Locations** node. You can create nested locations under it. Refer to the following steps to create a location:

    1. Select a location under which you want to create a new location.

    2. Click the down arrow (Button: down arrow) button of the location, and then select Create location. A text box appears below.

    3. Enter a name for the location in the text box, and press Enter on your keyboard. The new location is created.

    Import Locations

    Refer to the following steps to import locations:

    1. Click Import on the upper-right corner of the page.

    2. Click Download template to download a template.

    3. Complete the location information in the template.

    4. Browse the template to AvePoint Opus.

    5. Click Save. A message will appear to indicate whether you have successfully imported the locations.

    When importing locations, AvePoint Opus will check whether the default term defined in the template can be found in AvePoint Opus. If the default term exists in AvePoint Opus, AvePoint Opus will create locations and apply the defined default term to the locations. You can find the configured term settings in Configure Settings.

    Configure Location Settings

    To configure the settings for a location, select the location from the Locations panel, and then the configurable settings appear on the Settings panel.

    - **Description** – Enter an optional description. - **Total** **space** – Enter a positive number to define the location space. - **Allow container creation** – Selecting the checkbox means that the current location is the lowest location in the location hierarchy and will be used to store containers (physical boxes and folders). You cannot create any nested locations under it. - **Select the template suites available in this location** – All created template suites are listed. Select the template suites that are allowed to be used when you create physical boxes/folders/records/custom containers under this location.

    Rename or Delete Locations

    After creating or importing locations, you can search for a location. Enter the keywords in the Search text box, and then click the Search button.

    Once locations are created or imported, you can rename or delete the locations. Deleting unnecessary locations enables you to simplify location management.

    Select the location from the Locations panel, and then click the down arrow (Button: down arrow) button.

    - Rename – Select **Rename** **location** from the drop-down list, enter a new name in the text box, and press **Enter** on the keyboard. Alternatively, you can double-click the location that you want to rename to make the name editable. - Delete – Click **Delete** **location** from the drop-down list and click **OK** in the confirmation window.