Docuware Create File Cabinet

Steps to create a file cabinet synchronization. Description you can enter a brief description of the file cabinet here. File cabinet settings can be re used for a new file cabinet by going to the context menu of a file cabinet in the directory tree of docuware administration and exporting the settings into a xml file.

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Docuware How To Build A File Cabinet Youtube

Create Secure Standalone Searchable Document Archives

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Pre Defined File Cabinets Provide A Quick Start

Quickly Giving Users Their Needed Permissions

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Then you can import these settings in the first dialog shown by the wizard when setting up a file cabinet.

Docuware create file cabinet. If you do not see this you may not have the rights to create file cabinets and would need to talk to the system administrator. In docuware configuration go to the file cabinet section and click on the plus sign. A wizard will open that prompts you to enter a name for the new file cabinet. For our example we will be setting up an on.

To do this right click the file cabinet and then select create logical disk. Open the docuware administration tool at the docuware server. If using an older file cabinet workflow configured in the docuware administration tool and you create a new workflow in the configurations page of the web client and both workflows are active you will have duplicated documents in your target cabinet. Create a new logical disk and the change the disk storage location to the new storage location that was created in the system level.

Next you will click on new file cabinet. Name the file cabinet name entered here is the name which appears in the docuware web client. When importing docuware intelligently indexes each document based on its metadata content and any available bar code. No need to ponder the file cabinet s index fields there are up to 14 fields available with common terms like company date contact or email.

Docuware automatically imports your documents into the central file cabinet no matter if they are scanned from a device grabbed from a shared folder or created from a native application.