Image files

Adding image groups

Use image groups to organize related images, such as the forms required for processing a client's tax return (W-2, 1099, and so on). Follow these steps to add an image group.
note
Each document that you add must have a unique name within the current drawer, regardless of the folder association.
  1. Choose Image > Image Groups.
  2. In the
    Drawer ID
     field, select the drawer to which you will add an image group.
    note
    If you select multiple drawers, you can choose the
    Create uniquely named image groups
     option to create a new image group in the selected drawers even if an existing image group has the same name that you enter in the Image group field. You can also mark the
    Append images to existing image groups
     option to append the images to the image group that was selected or entered in the
    Image group
     field.
  3. Choose
    ‹New Image Group›
     from the
    Image Group
     field and enter a name for the group.
    If you use this name again, you may want to save it to the custom list.
  4. In the Store Image Group in folder(s) list, mark the checkboxes for the folders in which you will store the image group.
  5. Select the Add Image to Group button and choose the appropriate command.
    • From file:
       Allows you to navigate to and select image files to add to the current group.
      note
      • Hold down the SHIFT or CTRL key to select multiple images.
      • If you're running DT FileCabinet in the DT Virtual Office environment, you can navigate to files on your local network.
    • Copy from drawer "‹selected drawer›":
       Allows you to copy images and/or image groups in the current drawer. DT FileCabinet displays only images that are not part of the selected image group. Mark checkboxes in the Copy dialog to select images and click OK to copy the selected images to the current group.
      note
      • Select the Collapse All button to close all expanded folders in the Available Images list.
      • This command is not available if you choose <<Select multiple drawers>> in the
        Drawer ID
         field.
    • Move from drawer "‹selected drawer›":
       Allows you to move images and/or image groups available in the current drawer. DT FileCabinet displays only images that are not part of the selected image group. Mark checkboxes in the Move dialog to select images and click OK to move the selected images to the current group.
      note
      • Select the Collapse All button to close all expanded folders in the Available Images list.
      • This command is not available if you choose <<Select multiple drawers>> in the
        Drawer ID
         field.
    • From scanner:
       Allows you to set options for scanning images into the group. Click the Scan button to begin scanning images into the group.
  6. To add a description to the images for the current group, enter a description in the
    Keywords for searching and annotation
     pane, and choose one of the following items from the
    applied to
     field.
    • Keywords for searching:
       Choose this item to include a description when performing searches.
      note
      This option is selected by default when you enter text in this pane.
    • Keywords and all pages text annotation:
       Choose this item to include the description in searches and to add the description as a text annotation on all images that are added to the group.
    • Keywords and first page text annotation:
       Choose this item to include the description in searches and to add the description as a text annotation on the first page only when adding multiple images to the group.
  7. Select Done.

This article applies to:

  • Product: DT FileCabinet