Question:
How can I set a filter for the Windows Explorer Client folder structure?
Answer:
To apply a filter to a Windows Explorer Client structure, you can follow the steps described below.
By utilizing the applied filter, one can customize the documents that are found in the Windows Explorer Client.
This can benefit you by reducing the amount or types of documents that are visible in the Windows explorer window.
To modify the Windows Explorer Client filter, you require administrative permissions to change the “Dialogs” of the file-cabinet.
By accessing the “Configurations” > “File Cabinets” > “Your File-Cabinet” > “Dialogs” > “Folders” you can create the Windows Explorer Client folder structure.
Within the structure menu you can find the option to create a filter as highlighted below:
After selecting the highlighted link, a new window will open. In this new window, you can specify the filter you wish to use in this specific Windows Explorer Client folder structure.
The above example configuration will enable users to only see documents, which have been modified in the last 14 days.
A potential benefit is to improve finding the right documents quicker. The specific filter can be applied to different Windows Explorer Client folder structures.
You could have different structures including or excluding specific documents to make accessing the right documents easier.
By providing a good naming convention, the different structures / filters can be distinguished.
When you update the filter or create a new folder structure, make sure to refresh the Windows Explorer Client as shown below:
This article is applicable to both DocuWare on-premise as DocuWare Cloud.