How to create a Document Tray location in DocuWare 7.14+

1. Open DocuWare Server Manager, go to Storage Locations, then click the "+" button:
   
    

2. Give this connection a Name > Paste your desired file location Path > Check Document Trays > Check the Used box >click Save:
   
    

3. Open the DocuWare Configurations page and click Document Trays, then click New document tray:
   
    

4. Fill in the desired values for your tray, such as Name, File cabinet, Intelligent Indexing, and Users/Roles. Once this is complete, click Edit tray locations:
   
    

5. Click the "+" button, name your location, then clock the dropdown and select the name of the storage location specified in step 2, then click OK. Following this, click "Save":
   
    

6. The new document tray and storage location have been successfully implemented. 

KBA is applicable to On-premise Organizations ONLY!