Question:
How do you create a Document Tray?
Answer:
Please complete the following to create a Document Tray;
1. Access the Configurations page from the Web Client drop-down next to the user name.
2. Select the "Document Trays" plugin.
3. Click on "New Document Tray".
In the Document Tray configuration, you may customize
- The color of the Document Tray
- The File Cabinet to be used for automatic storage
- If you will be using Intelligent Indexing for this tray
- Add users or Roles that can have access to this document tray
(It is recommended to add the DocuWare Administrator to the tray permissions as the tray is only visible to the user who created the tray.)
4. Once completed, click Save in the top right corner. Now, your new Document Tray has been created.
5. Refresh the DocuWare Web Client, and your Document Tray will now be visible and ready for use.
KBA is applicable for both Cloud and On-premise Organizations.
