Start a conversation

Using Quick Filer in Cabinet 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. Note, Quick Filer must first be enabled in the SAFE Options menu. To enable this feature, refer to the knowledgebase article How to Enable Quick Filer in SAFE.

Follow these steps to file a document using Quick Filer.

1. Drag-and-drop a document into SAFE from your desktop or from the SAFE "Explorer" window. Quick Filer will appear.

2. If Tab Select is enabled, select the appropriate tab then click "File." If Tab Select is disabled, simply click "File." SAFE will immediately file the document and will use the original filename of the document as the title. At any time, users can choose to return to the traditional filing window by simply clicking the "Advanced" button in the Quick Filer window.

 

 

 

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.

Choose files or drag and drop files
Was this article helpful?
Yes
No
  1. Chris Kajano

  2. Posted
  3. Updated

Comments