Printing documents to Digita FileCabinet from non- Digita Professional Suite applications

Note: The process for storing documents from other Digita Professional Suite applications is slightly different.

  1. From within the application in which the document was created, open the document you want to print to Digita FileCabinet.
  2. The following steps vary depending on the application from which you are printing documents. Click the link for the appropriate source below.
    1. From within Word, Excel, PowerPoint, or Outlook, click the Print button in the Microsoft Office Digita FileCabinet toolbar.
      The Digita FileCabinet installation process adds Digita FileCabinet toolbars to Microsoft Word, Excel, Outlook, and PowerPoint. The buttons in these toolbars allow you to quickly print or embed documents to Digita FileCabinet. 
    2. In the Digita FileCabinet Driver Documents dialog, select the desired Digita FileCabinet data location from the Digita FileCabinet field. This is a read-only field if your organization currently has only one data location.
    3. Indicate the ID of the drawer in which the document should be stored, enter the name of the document as you want it to appear in Digita FileCabinet, and choose the document folder in which you want to store the document. To select multiple drawers for the document you are storing, choose <<Select multiple drawers>> from the Drawer ID field, select the destination drawers in the Select Multiple Drawers dialog that opens, and click OK.
    4. Optional: Enter search keywords or a document description in the Document description / keywords for searching field.
    5. Click the To Cabinet button (or Print & FCS button if you also marked the Printer button) to store the document in Digita FileCabinet.

    Notes

    • You can also store documents from Microsoft Office applications via the print command in those applications, as with other applications.
    • To print a copy of an email to Digita FileCabinet once it has been sent from Outlook, click File > Options > Add-Ins, click the Add-In Options button, and mark the Print copy to Digita FileCabinet when email is sent checkbox.
    • To print Outlook email attachments to Digita FileCabinet, click File > Options > Add-Ins, click the Add-In Options button, and mark the Print attachments to Digita FileCabinet when email is printed checkbox.
    1. Choose File > Print (or click Printer icon in the toolbar) to open the Print dialog.
    2. Select Digita FileCabinet (or Digita Virtual Office, if running Digita FileCabinet through Digita Virtual Office) as the print destination. Some Windows-based applications provide a drop-down list from which you can select the printer; others provide a Printer button that can be clicked to change the print destination.
    3. Click OK (or click the Print button, depending on the application).
    4. In the Digita FileCabinet Driver Documents dialog, select the desired Digita FileCabinet data location from the Digita FileCabinet field. This is a read-only field if your organization currently has only one data location.
    5. Indicate the ID of the drawer in which the document should be stored, enter the name of the document as you want it to appear in Digita FileCabinet, and choose the document folder in which you want to store the document. To select multiple drawers for the document you are storing, choose <<Select multiple drawers>> from the Drawer ID field, select the destination drawers in the Select Multiple Drawers dialog that opens, and click OK.
    6. Optional: Enter search keywords or a document description in the Document description / keywords for searching field.
    7. Click the To Cabinet button (or Print & FCS button if you also marked the Printer button) to store the document in Digita FileCabinet.

Notes

  • If a drawer in which you are storing a document is password protected in Digita FileCabinet, you will be prompted to enter the password.
  • Enter a unique drawer ID or click the Add drawer button in the Digita FileCabinet Driver Documents dialog to add a drawer while printing a document.

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