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Creating Custom Column Labels in Cabinet

Issue: 

 Is it possible to add more columns to the folder list view?

Solution:

Yes. Use the following steps to create and apply columns to the folder list.

1. From SAFE, open the "Options" Menu from the task bar.

2. Select the "Client" tab, click the "Custom Columns" subtab.

3. Create new column labels.

    A. Click "Add" from the "Custom Columns" tab. The "Select Items..." window will appear.

    B. Choose the Repository from the "Pick Repository" drop-down list.

    C. Select the cabinet name from the "Cabinet" list and click "OK". The "Custom Columns Edit" window will appear.

    D. Create up to 5 labels using the Ellipsis ("...") buttons.

    E. Once you have created the desired labels, click "Save" from the "Custom Columns Edit" window.

    F. Click "Save" from the "Custom Columns" tab.

4. Add the newly created columns to the folder view.

    A. Once the columns have been created, exit then relaunch SAFE.

    B. Open the cabinet that you created the columns for.

    C. Right-click on one of the folder columns and select "Column Chooser" from the menu. The "Customization" window will appear.

    D. Drag-and-drop the columns that you created one at a time from the "Customization" window to the folder columns bar.

Columns can be reorganized simply by dragging and dropping them into the desired order.

 

eBizDocs is an award-winning digital asset management solutions provider. Services include: process consultation, software solutions, mass scanning, and scanner sales and service. With a strong commitment to quality and service, eBizDocs has been a center of excellence since its inception in 1999. eBizDocs serves both private and public sector organizations, and is a preferred source contractor for NYS entities. eBizDocs has received numerous honors and awards, which, paired with satisfied customers, fortifies its status as a dependable leader in the content management industry.

For technical support, please submit a ticket at https://support.ebizdocs.com.

 

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  1. Chris Kajano

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