Use this dialog to change a document’s name in DT FileCabinet, to enter a description for a document, to store documents in one or more folders, and to see who stored a document in DT FileCabinet.
All documents are saved to the location on your computer for the appropriate DT FileCabinet drawer. (The default is X:\WINCSI\FCABDATA, where X is the drive on which you installed DT FileCabinet.) In this dialog, you can choose to save specific documents to additional folders. For example, you may wish to store a client’s prior-year forms in a folder named with that year.
Notes
- To create additional folders, use the Setup > System Configuration > Document Folders tab.
- To create additional subfolders for this drawer only, right-click an existing folder in the folders block and choose Drawer Subfolders to access the Drawer Subfolder dialog where additional subfolders can be added.
To open this dialog, highlight the document and choose Document Properties from the Edit menu, or right-click the document in the Folders window and choose Document Properties from the context menu.
Fields & buttons
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