Professional Documents
Culture Documents
1. Open up DocuWare Administration from your programs menu in Windows (start>all
programs>DocuWare>Configuration>DocuWare administration).
a. Log in as administrator (username is admin, default password is admin or call Les
Olson Company if that doesn’t work)
2. Right Click on the “File Cabinets” node on the system menu on the left and select: “Create
new Filing Cabinet”
3. Give the cabinet a name and select a color, then hit next:
4. Hit next on Database Connection, and next on “Disks”.
5. You will then set up your Index Fields. These are the fields that you can search off of in the
filing cabinet. Click “Add New Field” on the bottom left:
You can add as many fields as you need. As a general rule, just use the “Text” type of field
unless you specifically need a dollar amount (numeric) or date (date). For length, leave sufficient length for
the longest type entry. (For example, for a customer name field, think of the worst‐case scenario for the
longest name customer and ensure you allow for AT LEAST that many characters). Then hit “Next”.
6. You will need to select one of the fields as a Docuname. This is imported as the filename of
the document and also will be the filename of the document if it’s exported out of
DocuWare, such as being attached to email:
Hit “Next”.
7. Hit “Next” for Search Dialog Definition, Store Dialog Definition, Result List Type List
Definition, Result List Type Tree Definition, and info dialog. You would only customize these
if you want particular fields hidden from search, store, or result lists. You then can grant
access to this cabinet to individual users, or ideally users grouped together by role:
By selecting the … button next to the “Roles” or users you can select which are granted access:
8. Lastly, grant access to this cabinet to your web client by selecting the Web Instance you
want this published to:
9. Click “Finish” and the cabinet is created. To enable OCR on the cabinet, open the
“Predefinied Workflows” node and right click on “Full Text Services” and create new
workflow:
10. Give the workflow a name. Generally you’d name it something that describes the cabinet
it’s running on (AP Full Text, for example). And then select the file cabinet to run it on:
11. Supply credentials on the next screen to run with, then hit “next”.
12. Enable “Auto Rotate” if necessary, then hit “next”
13. Click on “Scheduling” and choose a schedule for how often and at what time you want this
full text to run. Generally at night is ideal:
14. Hit “Ok” and “Finish” and your cabinet and Full‐Text OCR is set up and ready to go.