Client Portal

This area is for current clients to get information regarding the servicing of your account. Use it as a reference and a training aide for new employees.

ActiveWeb Login

How to login to ActiveWeb

With ActiveWeb, you can manage and locate records stored in your file rooms or track and order files stored in our record center. To login you will need to have your account manager submit a User Authorization form. After you have the User Authorization form completed, watch the video to the right for logon instructions.

How to send boxes to storage

Boxes being sent over to storage need to be inputted online or have a Box Transfer Form filled out for each box. Also if you require the records center to perform any work on the box, like inventorying or indexing files, you need to fill out a Box Transfer Form even if the box is added to inventory online.

Every box that is added to your inventory must have a bar code label that is supplied by IPS.

box-labeling

ActiveWeb How To Videos

How to send files to add to preexisting boxes – NOTE: This is uncommon

Files being sent over to be added to a box that is already in storage can be added online. A File Add-In To Preexisting Box form needs to be filled out and sent with the file(s) to give the records center the direction on what to do with the file.