This guide will give you a step-by-step walkthrough on how to create a new DocuWare Document Tray
TABLE OF CONTENTS
- Step 1: Login to your DocuWare System
- Step 2: Click on your name --> Profile and settings
- Step 3: Click Document Trays --> Click here to configure your document trays
- Step 4: Create document tray
Step 1: Login to your DocuWare System
Step 2: Click on your name --> Profile and settings
Step 3: Click Document Trays --> Click here to configure your document trays
Step 4: Create document tray
Give the tray a Name, colour and select a file cabinet.
Should you wish to have support on this tray in future please ensure you click the + at the bottom, find the system administator and add them into the administrate permissions list.