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How to Enable Quick Filer in SAFE

Quick Filer was a feature released with Cabinet in SAFE version 10.3 that simplifies the drag-and-drop filing process in Cabinet SAFE. Using this method, documents are filed to the drag-and-drop location in SAFE with their original file name. At any time, users can choose to return to the traditional filing window by simply clicking the "Advanced" button in the Quick Filer window. To learn more about Quick Filer, refer to the knowledgebase article How to Use Quick Filer in SAFE.

Follow these steps to enable Quick Filer in Cabinet SAFE.

1. Click "Options" from the SAFE Toolbar. The Options menu will appear.

2. Under the "Client" options, click the "Filer" tab. 

3. Check the "Enable Quick Filer" box. 

Additionally, you have the option to "Enable Quick Filer: Tab Select." With this setting enabled, the Quick Filer window will include a dropdown list of the tabs for the user to manually select when filing a document.

 

 Quick Filer without Tab Select

 

 Quick Filer with Tab Select

 

 

 

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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