Checklist of things to consider building a Docuware File Cabinet
If you are an administrator in Docuware you will need to create and maintain a File Cabinet.
Setting up a Docuware File Cabinet involves a number of issues. Here is a reference list of things to review.
1: The File Cabinet
a: Name
b: Fields or (metadata)
c: Full Text or not
d: On Web or on Thick Client (soon to be on WEB ONLY)
2: Storage
a: Name of the storage
b: Where that storage is from the Server
3: Users Groups/Users
a: Group Names
b: Links to Active Directory Groups (Preferred)
c: Manually added users
4: File Cabinet Security – Profile Groups Needs
a: What fields do the users need to see
b: What fields do users need to use for storing
c: What fields do users need to use for indexing
d: What fields do users need to see upon retrieval
e: What limit on the fields do you need to place on the users
i: Select Lists
ii: Fixed information
iii: Masking
5: Organizational Security
a: What tools do the users need to accomplish their tasks
6: File Cabinet Dialog Boxes (based on groups)
a: What fields and in what order do users need fields to retrieve
i: Are there limits or is there assistance for the user (select lists)
b: What fields and in what order do users need fields to store
c: What fields and in what order do users need field results
d: What fields and in what order do users need fields for infobox