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Document maintenance

Document Properties dialog

Show all hidden content
Use this dialog to change a document’s name in FileCabinet CS, to enter a description for a document, to store documents in one or more folders, and to see who stored a document in FileCabinet CS.
All documents are saved to the location on your computer for the appropriate FileCabinet CS drawer. (The default is
X:\WINCSI\FCABDATA
, where X is the drive on which you installed FileCabinet CS.) In this dialog, you can choose to save specific documents to additional folders. For example, you may wish to store a client’s prior-year forms in a folder named with that year.
note
  • To create additional folders, use the Setup > System Configuration > Document Folders tab.
  • To create additional subfolders for this drawer only, right-click an existing folder in the folders block and choose
    Drawer Subfolders
     to access the
    Drawer Subfolder
     dialog where additional subfolders can be added.
To open this dialog, highlight the document and choose
Document Properties
 from the
Edit
 menu, or right-click the document in the
Folders
 window and choose
Document Properties
 from the context menu.

Fields & buttons

Paper Clip button
Use the paper clip button to keep the
Document Properties
 dialog open while you work with documents in FileCabinet CS.
Drawer ID
Shows the selected drawer ID.
Drawer name
Shows the selected drawer name.
Document name
Shows the name of the selected document. This information is included in a search when the Find command is used. To change the document name, enter the new name in this field and select
Close
 to confirm.
Document description / keywords for searching
Enter a description of the document, notes related to the document, or keywords (for search purposes) in this field. This information is included in a search when the Find command is used.
Document Folders
Shows all available folders into which you can store the selected document. (To add new folders, choose
Setup
System Configuration
Document Folders
 tab.) Mark the checkbox next to each folder in which you want to store the selected document.
note
  • Folders used in the current drawer appear at the top of the folder list, followed by a separator line, and then followed by the list of all folders.
  • With the exception of documents printed from other CS Professional Suite applications, separate documents in different folders of the same drawer cannot have the same name.
  • Monthly recurring folders (MM/YYYY) are organized as subfolders grouped by year.
  • Subfolders created for this drawer will appear similarly to recurring folders.
Include in transfer to Source Document Processing (OCR) for data extraction and page naming
Mark this checkbox to designate the current document for source-document processing.
note
This checkbox appears only when you are viewing the document properties of an image group.

This article applies to:

  • PRODUCT: FileCabinet CS
  • Subject: Documents