Question:
How do you create a file cabinet in DocuWare version 7 or higher?
Solution:
To create a file cabinet, please complete the following;
1. Go to the "Configurations" page from the drop-down next to the user name.
2. On the Configurations page, you will see the "File Cabinet" plugin. 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.
3. Click on “New file cabinet.”
On the "General" tab when creating your file cabinet, You will be met with three customization options:
Name
The file cabinet name entered here is the name that appears in the DocuWare Web Client.
Description
You can enter a brief description of the file cabinet here.
Color
You can select the color of the file cabinet symbol.
4. Here, you can specify or add your Database Fields.
(For more information on Database Fields, please refer to DocuWare Knowledge Center)
5. On the "Permissions" tab, you can add users and assign standard permissions.
6. Once you click “Finish” the new File Cabinet is created.
7. To edit and view this new file cabinet, click on the "Edit icon"
8. In this "General" section, you can change the color of your file cabinet and full-text option.
Under “More options” you will see more options for Full-text. This will also display security and administrative information pertaining to the file cabinet.
(For more information on this Full-Text area, please refer to DocuWare Knowledge Center.)
9. In the "Database Fields" tab, you can add, delete, and customize your index fields
(For more information on Database Fields, DocuWare Knowledge Center)
10. Under the "Dialogs", This is where all users of the file cabinet can be assigned dialogs, which can be used to broaden or limit their rights within the file cabinet.
(For more information on Dialogs, please refer to DocuWare Knowledge Center.)
11. Lastly, you can add more users or assign standard permissions to the user if not already done so in the "Permissions" tab.
12. When done, click “Save" in the top right corner.
KBA is applicable for both Cloud and On-premise Organizations.
