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So you JUST want to build a new Docuware File Cabinet

posted Aug 20, 2014, 1:05 PM by Craig Williams
If you are an administrator in Docuware you will need to create and maintain a File Cabinet.  

Setting up a Docuware File Cabinet involves a number of issues. 
Here is a reference list of things to review.

    1: The File Cabinet 
        a: Name
        b:Fields or (metadata)
        c: Full Text or not
        d: On Web or on Thick Client (soon to be on WEB ONLY)
    2: Storage
        a:Name of the storage
        b:Where that storage is from the Server
    3: Users Groups/Users
         a: Group Names
        b:  Links to Active Directory Groups (Preferred)
        c:  Manually added users

    4: File Cabinet Security - Profile Groups Needs
        a: What fields do the users need to see 
        b: What fields do users need to use for storing
        c: What fields do users need to use for indexing
        d: What fields do users need to see upon retrieval
        e: What limit on the fields do you need to place on the users 
            i: Select Lists
            ii: Fixed information
            iii: Masking

    5: Organizational Security  
        a: What tools to the users need to accomplish their tasks
    
    6: File Cabinet Dialog Boxes (based on groups)
        a: What fields and in what order do users need fields to retrieve
            i: Are there limits or is there assistance for the user (select lists)
        b: What fields and in what order do users need fields to store
        c: What fields and in what order do users need field results
        d: What fields and in what order do users need fields for info box




 

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