Quick Start Guide
Cabinet WEB 9.0
Quick Start Guide December 2013
Page 1
Primary Work Areas
Dashboard:
Quickly accesses recent folders, documents, and
checked out documents. Also presents a WorkFlow summary and lists
Scheduled items.
Search:
Locates documents based on Document Title, Keyword,
or searchable text. Locates folders based on Index data.
Add:
Adds new documents to SAFE and creates folders.
Workflow:
Cabinet:
Processes items sent to WorkFlow inbox.
Primary document storage area. Views, Adds or Edits
documents and folders in addition to performing a variety of other
document actions.
Quick Start Cabinet WEB 9.0
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Dashboard
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Search
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Search Launch Pad with Overview Of Search Options
Selecting Item and Operations
Add New, Import, or Scan Document, Create Folder
WorkFlow
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Opening Folders
Options for Launch Pad Panel
Recent Documents
Check In/Out
WorkFlow Summary
Scheduled Items
Preview, Notes Review and Selection of Actions
Cabinet
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Pick Folder
Document Actions and Settings
Dashboard
Dashboard
Open Folder
Options to toggle off/on options
within panel display.
Reset Display to Defaults
Recent Folders
Recent Documents
Recent Checked Out Documents
WorkFlow
Scheduled Items
Folder Info
Click to select folder
within window
Dashboard
View Doc
Doc Info
Click to select document
within window.
Dashboard
Check-In
Undo Check-Out
Click to select document
within window.
Dashboard
WorkFlow Summary
Dashboard
Right click item to:
∙ Dismiss Scheduled Item
∙ Edit Scheduled Item
∙ Go To Scheduled Item
Search
Select search type:
Documents, Text, or Folders
Check box to Search “All” cabinets or enter a
complete or partial cabinet name to narrow the
search
Enter search criteria. Check the Keywords
box to search document title and
keywords.
Click:
Get Results to
perform search
Search
Select item and the desired operation
Add
Select action
New Document
Import Document
Scan Document
Create Folder
Follow dialog and complete
Steps 1-3
or enter folder index and
sensitivity values
Workflow
Select item to preview
Add notes
Review WorkFlow steps and notes
Workflow
Select action
WorkFlow: Approve, Reject, etc.
Document: Email, Edit, Schedule, etc.
Folder: Edit, Open, Index, Info, etc.
Cabinet - Pick Folder
Select or Type
Cabinet
Select or type
Folder Name
Cabinet – Document Actions & Settings