Executive Assistant® ReadMe: File a Document

To file a Document:

1. Click the File Documents button on the Main Menu.
2. Before filing a Document, you will need to create indices for the File Cabinet into which you have scanned Documents. Let’s start by creating a Folder.
• Open the New menu and select the Folder menu item.
• Enter a Last Name. The First Name field is optional.
• Click the Process button. Your new Folder has been created.
• Click the Close button to return to the main filing screen.
3. In the Files in Queue list, select an item to file.
4. In the Description text box, describe your Document or select a Description from the list of suggestions. A Description is a textual comment that describes the Document, such as "Water bill" or "Health certificate".
5. Provide a Volume Name such as "Volume1" or select one from the list of suggestions. This information will be used in the event that you transfer your Documents to a CD for distribution or simply to free space on your hard drive.
6. Provide a Document Date.
7. Select a Folder from the Available Folders list.
8. Press the Save button.

Your Document has been filed in the current Set using basic filing indices. You can learn about more advanced filing techniques in the Filing Concepts section of the File Documents chapter in the online Help system. The Filing FAQs section of the File Documents chapter contains answers to questions such as What is an Index? and Where is my filed Document?

Related Topics

• ReadMe Home Page
• Full Documentation
• File Documents section in the full documentation