Question:
How do you configure a List in DocuWare versions 6.12 and up?
How do you configure a List in DocuWare versions 6.12 and up?
Answer:
List can be configured within the File Cabinets plugin. Please refer to the steps below to configure a list;
List can be configured within the File Cabinets plugin. Please refer to the steps below to configure a list;
1. Open the Configurations page and select the File cabinet plug-in.
2. Go to the Dialogs menu and select the List tab. You can click-on the "+" to create a new List.
3. Configure the List and create/define a rule. Users having this list assigned will only see the documents which match the defined rule(s).
4. Once you have completed creating your List, click the
icon to assign this list to users or designated roles within your organization.
5. Apply your changes, then refresh the Web Client. Afterwards, the new List will now be available for the assigned users.
2. Go to the Dialogs menu and select the List tab. You can click-on the "+" to create a new List.
3. Configure the List and create/define a rule. Users having this list assigned will only see the documents which match the defined rule(s).
4. Once you have completed creating your List, click the
icon to assign this list to users or designated roles within your organization. 5. Apply your changes, then refresh the Web Client. Afterwards, the new List will now be available for the assigned users.
This KBA is applicable for both On-Premise and Cloud Organizations