1. Open SAFE and select "Batch" from the button tile. 2. Select "Manual File Mode" from the Batch toolbar. [img src="\images\Manual File Mode_2.JPG" alt="" width="784" height="29" /] 3. Define a Re...
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. [img src="\images\Cabinets Button.JPG" alt="" widt...
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 highlighte...
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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 ...
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 ini...
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 Bo...
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" ...
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 win...
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. Cabi...