System Configuration / Document Folders tab
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Use this tab to add, edit, or delete document folders. You can choose to store documents in custom document folders that you can manage through this dialog. Folders that you manage in the Document Folders tab can be used in all drawers.
To open this tab, choose Setup > System Configuration and click the Document Folders tab.
note
This tab is not available if your security configuration is set to restrict access to the System Configuration dialog and you did not enter the master password in the Security tab.
Fields & buttons
Folders list
Displays a list of document folders to which you can save documents. To add folders, click the Add button, enter the folder name in the field immediately below this button, and click the Enter button.
Add button
Click this button to create a new document folder for document storage. Enter the name of the folder you are creating in the field immediately below this button and click the Enter button, or click Cancel to discard changes.
Edit button
To change the name of an existing document folder, highlight the folder in the Folders list, click this button, enter the new name in the field immediately below this button, and click the Enter button.
Delete button
Click this button to delete the selected folder name.
note
Any documents stored within a deleted folder will be moved to the "Not yet filed" folder.
Enter button
Click this button to save a new document folder name (or changes to an existing folder name).
Current Folder
Displays the name of the selected document folder. When adding a folder, enter a new folder name here. Also use this field to edit the name of an existing folder.
To edit the name of a document folder, highlight the folder in the list, click the Edit button, change the name in this field, and click the Enter button.
Minimum year / Maximum year
Displays the range of years for which Digita FileCabinet will automatically generate folders. Enter a minimum year in the
Minimum year
field or use the Digita FileCabinet default of "1999." The Maximum year
field is a read-only field calculated as two years past the current year.note
Digita FileCabinet cannot generate folders for years prior to 1999.
Data Location drop-down list
Select the data location for which you want to add or edit document folders.
note
Changing the data location here also changes your current data location in the Folders window.