Data locations

Adding data locations

Digita FileCabinet enables you to create multiple data locations to help organize your data. These data locations can use either the default standard file format, or a Microsoft SQL server for the storage format. You can also specify separate data locations for your firm information and your client information.
The following are examples of data locations where your firm information and your client information is contained (where X is the drive where Digita FileCabinet is installed).
  • X:\wincsi\fcabdata\firm
  • X:\wincsi\fcabdata\clients

Standard file format data locations

  1. Create a folder in a location for the data to be stored.
  2. In Digita FileCabinet, choose
    Setup > System Configuration
    .
  3. In the Data Locations tab, click the
    Add/Modify Data Location
     button.
  4. Select
    Standard format
    , and then click Next.
  5. Select the
    Enter Path
     button.
  6. Browse to the location that you created in Step 1, and click OK.
  7. Enter an alias for the data location in the
    Enter a description for this data location
     field.
  8. Select OK. (The new location is displayed in the Data Locations list.)
note
  • When you choose to populate Digita FileCabinet from other Digital Professional Suite products, you can choose the data location for the specified application that you want to populate.

SQL database format data locations

  1. Choose
    Setup > System Configuration
    .
  2. In the Data Locations tab, click the
    Add/Modify Data Locations
     button.
  3. Select
    Database format
     option, and then click Next.
  4. Select your SQL server instance from the first drop-down list.
    If you do not see any servers listed here, perform the Digita FileCabinet SQL setup.
  5. Enter a name for the database in the second field.
  6. Enter an alias for the data location in the third field.
    note
    After adding the data location you can mark the checkbox to open the Copy Drawers dialog to easily transfer existing drawers to your new location.
  7. Select OK. The new location is now displayed in the Data Locations list.

Transferring configurable files

After creating a new database, you can transfer configuration settings such as the document folders and document names list from one data location to another. To transfer configurable files follow these steps.
  1. Choose
    Setup > System Configuration
    .
  2. In the Data Locations tab, click the
    Transfer Configurable Files
     button.
  3. Select your Source location and Destination location.
  4. Select the files you would like to transfer.
  5. Select the
    Transfer
     button.

This article applies to:

  • Product: digita-filecabinet