How do you create a Document Tray?

Please complete the following to create a Document Tray;

Access the "Configurations" page from the web client drop down next to the user name.

Select the "Document Trays" plugin .

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 user's 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 that created the tray.)


When finished, click "Save" in the top right corner. 

Now, you will see your Document Tray.

Refresh the web client and you will see your Document Tray available.

KBA applicable for both Cloud and On-premise Organizations.