Author: Martin Peirce
What does checkout mean ?
A document is on the server and anyone with security rights can view it. Perhaps you now want to edit the document – it could be a word document. If you right-click and select Check Out (on the ... Read MoreLocal documents and check in explained
To start with the document will be on your PC. You need to index it and then get it onto the FileDirector server. The server could be anywhere in the world. So to do this you need to “check it i... Read MoreCan I scan on my copier / mfp and have FileDirector import it
FileDirector has a number of schedulers including a file import scheduler. Its documented in the Enterprise Manager help guide so have your IT person set it up for you. Share This:... Read MoreI have a document on my desktop – how can I archive it
If the component service is installed then you should have the ability to right click on any document in Windows and “Send to FileDirector” This will again launch the pop up box and you ca... Read MoreHow can I archive an email attachment from Outlook
By default FileDirector Outlook add in will archive the whole email and represent the attachment as a link. If you just want the attachment, you need to edit this file c:\program files x86\Dieter Spie... Read MoreHow can I add a Word or Excel document
As part of the WinClient installation, you should have the component service installed. This means you should now have icons in Word, Excel & Outlook. If you don’t then talk to your support ... Read MoreHow do I Edit a document
Retrieve your document. Click into the Edit tab. You can now edit any of the indexing information. Once you have made your changes, save them using the save icon There are two save icons in this tab &... Read MoreHow do I find a document
You can find a document in the WinClient, The web browser edition or on an iOS or Android Device. Open your cabinet and select your document type from the drop down list. Key in a search value into on... Read More- 2 of 2
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