Click on Images to Expand Them
The assumption here is items were scanned in and are submitted to your 'mailroom'. This is where items are sent for processing if they don't have barcodes or were not built from the Starting point.
Mailroom Work Items
Open a Work Item
You need to select mailroom before opening the work item folder
the
Edit Attached Documents
Once you select and open a work item in the mailroom, you will need to update the records.
Edit Work Item
You will now need to update the work item for final indexing and routing purposes. Open the Work items folder. You will see a specific section to add your Client Folder/Subfolder information.