Reports

These screens allow you to manage the locations in your office or company that physically store files or boxes.

Active File Storage

This screen allows you to setup locations for files. In general, Docsminder assumes that you will be storing a file in a box. This is not always the case - you might want to store a file without any reference to a box at all. In this situation, you can setup a location that will have a number of files in it. For example, you might say that the "area behind Sara's desk" is a storage location. Or the "empty store room" is another. You might also be using a LOEFF or other system that stores files. Even a filing cabinet.

In any case, it does not matter what the physical appearance of the location is - Docsminder simply needs to know what you call each location - and you setup those descriptions here.

Box Storage Area

This is a list of physical locations that can store boxes. This could be a store room, a wall shelving system, or an entire warehouse. Each Location can have any number of Positions. And each Position can handle any type of box.

Assign Boxes to Storage

Once you have created a number of storage locations with the Box Storage Area screen, you can assign boxes to those locations. This screen is used to do that assignment.

The basic idea is to list a number of boxes (on the left) that have not been assigned to a position. You can then assign these boxes automatically, or you can do the assignment manually.

Once you have assigned boxes to a storage location, they will be listed on the right in the "Assigned Boxes" section. You can then print out this list with the "Print Allocation report" function, or you can Unassign the boxes.

Have a look at some screenshots

30 day free trial

Other websites

	archivemanagement.com.au
	securedoc.com.au