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System configuration

System Configuration / Document Folders tab

Show all hidden content
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 go to 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, select the
Add
 button, enter the folder name in the field immediately below this button, and select the
Enter
 button.
Add button
Use 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 select the
Enter
 button, or select
Cancel
 to discard changes.
Edit button
To change the name of an existing document folder, highlight the folder in the Folders list, select this button, enter the new name in the field immediately below this button, and select the
Enter
 button.
Delete button
Use 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
Use 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, select the
Edit
 button, change the name in this field, and select the
Enter
 button.
Minimum year / Maximum year
Displays the range of years for which FileCabinet CS will automatically generate folders. Enter a minimum year in the
Minimum year
 field or use the FileCabinet CS default of "1999." The
Maximum year
 field is a read-only field calculated as two years past the current year.
note
FileCabinet CS 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.

This article applies to:

  • PRODUCT: FileCabinet CS
  • Subject: Setup