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ISSUE: I mistakenly routed an item into workflow. Is it possible to recall the document in SAFE? SOLUTION: Yes, the originator can recall the document, and file it back SAFE. Use the following steps to recall a routed workflow item. NOTE: Only the O...
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,...
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 ...
ISSUE:  Is there an easy way to export a document from SAFE to my local computer or to another application? SOLUTION: Yes. Users with document export rights can drag-and-drop a document from SAFE to their local computer. This method can also be used...
ISSUE: When I close a Microsoft Word document in SAFE, I receive an error message referring to the Normal.Dotm template. How can I resolve this issue? SOLUTION: 1. Close all instances of Microsoft Office. 2. Open Windows File Explorer. 3. Navig...
ISSUE:  Users with access to Workflow Management cannot see the same search results as the Administrator user. SOLUTION: Workflow managers should have rights to manage other users' workflow items. Set this up using the following steps. 1. Log into...
ISSUE: Is there a way to OCR PDFs that have already been filed in SAFE? SOLUTION: Yes. Use the follow setups to OCR all previously filed PDFs. 1. Select "Search" from the SAFE Toolbar. 2. From the "Cabinet Search" window, click "Cabinets" from t...
ISSUE: Is there a way to split a multipage PDF into separate documents in Cabinet SAFE? SOLUTION Yes. There are two ways to split a PDF and refile it to Cabinet SAFE. Split a PDF using Adobe Acrobat 1. Navigate to and select the document you wi...
ISSUE: User needs to have their images in Cabinet Batch 'follow' them around. If a user scans in documents into Cabinet Batch there may be a need to stop the filing and pick it back up at a later time and/or from a different computer. SOLUTION: Cabi...
ISSUE: When I modify a PDF form within SAFE, I'm prompted to save the PDF to an external location. Did I do something wrong? Should I proceed to save to the "Desk" folder? SOLUTION: This save window appears when closing a PDF form that was modified...
ISSUE: Is there a way for end users to change their passwords in SAFE? SOLUTION: Yes. From the login window, click the ellipsis button ("...") to change your password. The password window will appear. Input your Old Password and your New Password. R...
*NOTE: THE PASSWORD RESET AND ENABLE SECURITY CHALLENGE FEATURES MUST FIRST BE ENABLED BY A CABINET ADMINISTRATOR. ISSUE: I forgot my SAFE password. Is there a way to reset it? SOLUTION: To reset your password, click the "Forgot your password?" li...
*NOTE: THE PASSWORD RESET AND ENABLE SECURITY CHALLENGE FEATURES MUST FIRST BE ENABLED BY A CABINET ADMINISTRATOR. ISSUE: How do I setup my password reset questions in SAFE? SOLUTION: 1. Select "Options" from the SAFE Toolbar. 2. Select the "Oth...
1. From the document list, select two or more images using CTRL button on your keyboard. 2. Click and hold the left mouse button, then drag the highlighted images to "Combine Images" at the bottom right corner of the SAFE window. The "Combine Images" wi...
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_eBizDocs [http://ebizdocs.com] 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, eBi...
_eBizDocs [http://ebizdocs.com] 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, eBi...
_eBizDocs [http://ebizdocs.com] 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, eBi...
1. From SAFE's folder view, select two or more folders to merge (CTRL + Left Mouse Button). 2. Right Click and select "Merge" from the menu. The "Folder Merge" window will appear. 3. Select the folder that will be used as the primary folder. Note: t...
Use the following guide to import new folders or to update the indexe values of folders existing in SAFE. Note: this process requires an import file in ".txt" or ".csv" format containing columns that match the cabinet's folder indexes. 1. Log into SAFE....
By default annotations that are applied to a Tiff in Cabinet SAFE are modifiable. Annotations that have been made permanent, cannot be modified or removed from the document. Use the following steps in order to apply a permanent annotation to a Tiff image....
1. Login to SAFE and navigate to Batch. 2. Select the "Options" menu from the Batch Toolbar. The Batch Options Window will appear. 3. Select the Load" tab to enter the Batch Load Template area. 4. Click "Add" to launch the Template creation window. ...
ISSUE:  Does Cabinet SAFE offer document versioning and version control? SOLUTION: Yes. SAFE allows for maintaining mutliple versions of a document. Versioning can be enabled in two ways: Cabinet Level Versioning - All documents in a cabinet are e...
ISSUE:  Is there a way to export a list of Cabinet users? SOLUTION: Yes. You can export a Cabinet user list in a number for formats. You can print or email a user list. Exporting, printing, or emailing a list of users requires Administrator rights a...
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, clic...
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 uses the unique folder index value as the default s...
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. To do this, right-click within the Explorer win...
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" labels are fully customizable, and must be setup in C...
_Note: SHARE is an optional, subscription based module offered by Cabinet. Enabling this module requires a SHARE license and configuration by an administrator._ Use the following steps to share a document from SAFE to a non-SAFE user. 1. From SAFE, se...
_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 can be added manually or by using the import option....
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 initial SHARE account activation. 3. Click "Upload" on ...
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 identify areas (or "zones") of data on a Tiff, re...
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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 document and select "Check Out." The "Check Out" windo...
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 the right of the "Folders" list. 4. To create a new fol...
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 and Templates" area, select the naming template th...
ISSUE:  How do I sync my QuickBooks Vendors and Customers with SAFE? SOLUTION: Note: In order to use this solution QuickBooks, Cabinet Books, and Cabinet SAFE must first be installed and properly configured. 1. Log into Cabinet Books. 2. Open th...
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TO EDIT AN EXISTING FOLDER IN SAFE FROM CABINET WEB:  1. From the Cabinets view select the folder to edit from the Folder's drop-down list. 2. Select "Edit" from the Folder menu. 3. Edit the folder index values as desired, then click "Apply Edit." Y...
TO ADD A NOTE TO A FOLDER IN CABINET WEB: 1. From the document view, click the "Folder" menu and select "Index, Info, Notes & Trace." 2. From the "Folder Details" window, select the "Notes" tab, then click "New." 3. From the "New Folder Note" window...
_eBizDocs [http://ebizdocs.com] 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, eBi...
_eBizDocs [http://ebizdocs.com] 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, eBi...
_eBizDocs [http://ebizdocs.com] 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, eB...
_eBizDocs [http://ebizdocs.com] 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, eBi...
An email notification can be triggered when a new document is created in Cabinet. The notification can be sent with or without the newly created document attached to the email. Additionally, the subject and body of the notification email can be customized...
Use the following steps to configure Cabinet's email notification settings. 1. Log into Cabinet Management. 2. Select "Settings" under the "System" submenu. 3. Under the "Notifications and Alerts" tab A. Enter the "Email Settings" including the ...
The following fix applies if you are running Cabinet and you receive the following error when opening a folder: Exit Cabinet Safe and open a command prompt, run as administrator. copypaste each line individually. For 32-bit OS use below: C:windowssyst...
ISSUE: Is there a way to create a separate redacted copy of a document in SAFE? SOLUTION: Yes. In order to create a separate redacted copy of a document, you must first make a copy of the original document. Retitle the copied document, then redact a...
ISSUE:  While approving documents in Workflow in SAFE, I encounter a message stating "Loading. Please wait..." SOLUTION: The loading message may be related to the document preview settings. Use the following steps to adjust the document preview sett...