1. Open SAFE and select "Batch" from the button tile. 2. Select "Manual File Mode" from the Batch toolbar. 3. Define a Repository, Cabinet, Folder, and Tab from the Filer list. 4. From the "Managers a...
To add a new folder to SAFE from Cabinet Web: 1. Click the "Cabinets" button from the navigation list at the top left of the browser window. 3. From the Cabinets view click the "Folder" menu to t...
To Edit a document in Cabinet Web, use the following Check Out/Check In feature: 1. From the document view in Cabinet Web, select the document that you wish to edit. 2. Right-click the highlighted d...
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Issue: Is it possible to autopopulate index fields from text on a document in SAFE's Batch module? Solution: Yes. Batch is equipped with a feature called Zonal OCR Assisted Indexing, which is used to ...
1. Navigate to the SHARE login using any internet browser or by clicking the link included in the document SHARE email. 2. Login to SHARE using the username and password that was setup during the init...
Note: SHARE is an optional, subscription based module offered by Cabinet. Enabling this module requires a SHARE license and configuration by an administrator. New contacts to the SHARE Address Book...
Issue: I am adding a document to Scheduler, but the "Intial Status" and "Category" menus are empty. How do I add a status and category to my scheduled item? Solution: The "Status" and "Category" lab...
Issue: I tried to use the drag-and-drop feature to file a document, but the document is not showing up in the SAFE Explorer window. Solution: Most likely, you need to refresh the SAFE Explorer window...
Issue: I've sorted all folders by a specific index value. Is there a way to save this as my default folder organization so I don't have to sort each time I open the cabinet? Solution: Yes. Cabinet ...