John Heeder user guide sample 2

3.0
eFileCabinet, LC
1675 N. 200 W. Suite 9B
Provo, UT 84604
(801)375-7515
www.efilecabinet.com
© 2002-2003 eFileCabinet.com, LC

System Requirements...................................................5
Installation Instructions ................................................7
Installing eFileCabinet Server.......................................................... 7
Setting up the File Cabinet.............................................................. 7
Starting the eFileCabinet Server.................................................................8
Configuring the eFileCabinet Server.............................................. 8
Installing eFileCabinet on a Workstation....................................... 9
Manual Install............................................................................................9
Web Browser Install.................................................................................9
Creating Drawers........................................................................... 10
Exporting Data From Your Existing Program............................. 10
Using Drawer Names in Other Programs .............................................11
Deleting Drawers........................................................................... 11
Creating Multiple File Cabinets .................................................... 12
File Cabinet Security...............................................................13
Adding Security to your filing cabinet .......................................... 13
Removing Security from the Filing Cabinet......................................... 14
eFileCabinet Search Menu .......................................15
Displaying a Complete List of Drawers....................................... 15
Searching for a Specific Drawer ................................................... 16
Advanced Searching ....................................................................... 18
Sorting Columns ............................................................................. 19
Display Options .............................................................................. 19
Expanding/Collapsing Folders.................................................................19
Display Preferences................................................................................19
Viewing and Editing a Clients Personal Information .................. 20
Viewing or editing a document..................................................... 21
Viewing documents ................................................................................21
Editing documents..................................................................................21

Placing Documents in the File Cabinet..............23
Using the eFileCabinet PDF Printer ............................................ 23
Scanning a document ..................................................................... 25
Windows Imaging ...................................................................................25
Scanning Tips..........................................................................................26
Appendix: Commands................................................27
eFileCabinet Search Screen Commands ..................................... 27
eFileCabinet Server Commands................................................... 27
Appendix II: Import Utility.......................................29
Running the Import Utility............................................................. 29
Importing the File........................................................................... 29
Appendix III: Archive Utility....................................................31
Running the Archive Utility ........................................................... 31
Creating a New Folder...........................................................................31
Creating a sub-folder..............................................................................32
Deleting a Folder....................................................................................32
Moving Files............................................................................................32
Copying Files ..........................................................................................33
Appendix IV: Troubleshooting...............................35
Contacting Technical Support ...................................................... 35
Common Problems........................................................................ 35
Appendix V: Other Items on the disk.................39

System Requirements
eFileCabinet 3.0 User Manual 5
System Requirements
Operating System Windows 98, Windows ME, Windows NT,
Windows 2000, Windows XP.
Network
Each computer in your office must be
networked to the eFileCabinet server. If you
will be using eFileCabinet on only one
computer it must have a network card.
Internet Browser
Each workstation must have an Internet
browser such as Internet Explorer© 5.x and
higher or Netscape Navigator© 6.x and higher
installed on it.
Storage Space
The documents may be stored on the network
server or a workstation. One four-drawer file
cabinet will take between one and two
gigabytes of disk storage.
Suitable Backup
The computer storing the data should have an
adequate backup system.
Scanner
Your scanner should be capable of producing
20 to 30 pages per minute.

Installation Instructions
Installing eFileCabinet Server
1. Insert the eFileCabinet CD into your CD-ROM drive.
2. Click the Setup button on the displayed window.
If the menu is not displayed, from the Start menu, choose Run, type
x:autorun.exe (where x is the letter of the CD drive). Click OK to
continue.
3. Follow the on screen prompts to finish installing eFileCabinet.
Administrator rights may be required install eFileCabinet.
Setting up the File Cabinet
1. Create a folder to place your File Cabinet data in. This can be done
through Windows Explorer® or MyComputer, by going to the
desired drive, right clicking the mouse, and selecting New>Folder and
typing a name for the folder (for example, File Cabinet, Tax File
Cabinet, Smith File Cabinet, etc.). Remember that the data should be
in a place that can be and is backed up regularly.
2. Share the Folder you created for your file cabinet data. This is done by
right-clicking on the folder you created in step one and selecting
Sharing. Selecting Share this Folder. Click on Ok.
If Sharing doesn’t appear on the menu you will need to install File and Print
Sharing.
3. Map a drive to your file cabinet data folder. This can be done by right
clicking on the Start button in the task bar and selecting Explore.
Once you are in Windows Explorer click on Tools, Map a Network
drive. Select the desired drive letter and enter the path to your file
cabinet data folder in the Folder field.
Insert CD
Click Setup
Follow prompts
Note
Create data folder
Share folder
Note
Map drive to folder

8 eFileCabinet 3.0 User Manual
Starting the eFileCabinet Server
Double-click on the eFileCabinet icon on the desktop or select Start>
Programs> eFileCabinet> eFileCabinet Server to open the eFileCabinet
server.
A small, yellow file cabinet icon should appear in the tray near the clock,
at the bottom right corner of the monitor, indicating that the server is
running. This is the Server icon.
Configuring the eFileCabinet Server
Before you can start using eFileCabinet you must configure the server.
1. Double-Click on the eFileCabinet server icon in the bottom right
corner of your screen.
2. Select Create New and enter a name for your file cabinet.
Note: if the File Cabinet list dialog does not appear. Click File, Select/Create
File Cabinet.
3. Highlight the name of your file cabinet and click on Select Cabinet
and Close.
4. Change the Root File Cabinet Path to point to the network drive you
mapped in Step two. Click Ok.
If folders already exist in the root file cabinet path you entered. The
Import Records dialog will be displayed. To import the records, click
on Start. If no folders exist you will be taken back to the main
eFileCabinet Server menu.
5. Exit the server by clicking on File, Exit.
Run eFileCabinet icon
Select Create New
Note
Highlight file cabinet
and select
Point to networked
drive
Close server

Installing eFileCabinet on a Workstation
Use one of the following two ways to install eFileCabinet: manually or
through your web browser.
Manual Install
1. Map a drive to your file cabinet data folder. This can be done by right-
cabinet data folder in the folder field.
2. Open My Computer and find the root file cabinet folder (I.e. T:File
Cabinet). This is the folder where your client folders are located.
3. Open the !EFC folder
4. Open the ClientInstall folder.
5. Double-Click on eFilePrinterInstall.exe
6. Follow the prompts to install the eFileCabinet printer and to place a
search icon on your desktop.
You will need to repeat this process for each of the workstations that need
access to eFileCabinet.
Web Browser Install
1. Open the eFileCabinet search menu on the machine running the
eFileCabinet Server and write down the address that appears in the
address field.
Perform the following steps on the workstation that you are installing
eFileCabinet on.
2. Map a drive to your file cabinet data folder. This can be done by right
cabinet data folder in the Folder field.
3. Click on Help, Install Printer Driver and follow the prompts.
You will need to repeat this process for each of the workstations that need
access to eFileCabinet.
Map a drive to file
cabinet data folder
Navigate to ClientInstall
folder
Run
eFilePrinterInstall.exe
Open search menu and
note address
Map drive to file cabinet
data folder
Click on Help, Install
Printer Driver

Creating Drawers
1. Double click on the eFileCabinet Search Icon on your computer's
Desktop.
2. Click on Add New Drawer and fill in the information required, click
Save Changes to add this client to the file cabinet.
If you don’t enter anything in the Drawer Name field when you click on Save
Changes it will change the Drawer Name to Last Name, First Name Cust ID.
Exporting Data From Your Existing Program
Most programs have an Export feature, or a Save-as feature. We will
utilize this and save the client list as an Excel® Spreadsheet with the
information in separate columns.
If you cannot save to a spreadsheet, save to a comma delimited text file.
Also, make sure the first row contains a column heading for each column
and that you can have column for the drawer name. This can be done
manually in the spreadsheet.
Example:
First Name Last Name Address
Bill Smith 123 West Washington
The information that can be imported is limited to:
Last Name Home Phone
Middle Name Work Phone
First Name Fax Number
Address Customer ID
City Federal ID
State Cell Phone
Zip Code Email Address
Run eFileCabinet Search
Click Add New Drawer
Note

Using Drawer Names in Other Programs
If during the export process a client ID number is to be assigned to each
client, we recommend that the drawer name include the client name and
ID number. For Example: Smith, John 14831.
This allows the database to search for names or ID numbers. Excel® has a
function called concatenate which allows you to include text from
different columns. See the Excel® help to find out the proper syntax for
this command.
Adapt the steps below to the program you are exporting from:
1. In an empty column, type the column heading: Drawer Name.
2. Create the formula for the drawer name if necessary. Example:
=CONCATENATE (B1,” “,C1)
3. Copy (or fill) this formula all down so each row has a formula name.
Make sure you have data for drawer names. If you do not, no drawers will be
created for your clients.
See Appendix III Import Utility for instructions on how to use the import
utility to import your client list into eFileCabinet.
Deleting Drawers
Deleting a drawer from your file cabinet is a two-step process. You must
delete the drawer from your hard drive as well as remove the drawer
from the database.
1. Delete the drawer file. Open MyComputer or Windows Explorer,
locate the drawer file and press the delete key to delete the folder and
its contents.
2. Remove the drawer from the database. Double-click on the yellow file
cabinet icon in the bottom right corner of the screen.
3. Highlight the name of the drawer and click on the minus sign on the
toolbar at the top of the screen. Answer yes to the prompt to delete
the record.
Note
In Windows Explorer
locate and delete folder
Open eFileCabinet
Server
Select drawer and click
minus sign (-)

Creating Multiple File Cabinets
eFileCabinet allows you to have up to ten separate file cabinets running
from the same eFileCabinet server.
1. Double-click on the eFileCabinet icon on the desktop or select Start>
Programs>eFileCabinet>eFileCabinet Server to open the eFileCabinet
server.
2. Choose Select/Create File Cabinet from the File Menu. Select Create
New and enter a name for your file cabinet.
3. Highlight your file cabinet and click on Select Cabinet and Close
button.
4. Change the Root File Cabinet Path to point to the network drive you
have mapped to your file cabinet data folder.
If drawers already exist in the root file cabinet path you entered the
Import Records dialog will be displayed.
5. To import the records, click on Start. If no drawers exist you will be
taken back to the main eFileCabinet Server menu.
Repeat the steps above for each file cabinet that you would like to setup.
Open the eFileCabinet
server
Select Create File
Cabinet
Highlight file cabinet
and close
Change root file cabinet
path

File Cabinet Security
Adding Security to your filing cabinet
If your filing cabinet contains information that you don’t want everyone
in the office to see, you can setup your filing cabinet so that it can only be
accessed after entering a username and password. Below are the steps to
add a password to your filing cabinet.
1. Double-click on the file cabinet icon in the bottom right corner of the
screen (systray).
2. Choose Select/Create File Cabinet from the File Menu. Highlight
your file cabinet and click the Select Cabinet and Close button.
3. Select Setup from the Cabinet menu.
4. Click on the Security tab.
5. Select Authentication Required box.
6. Enter the desired username and password in the appropriate fields,
Click on Ok.
Run file cabinet icon
Choose Select/Create
File Cabinet
Select Setup
Select Security tab

From now on when this File Cabinet is selected you will not be able to
search it without first entering a username and password. Write this
information down and store it in a safe location.
Removing Security from the Filing Cabinet
Below are the steps to remove the password from your filing cabinet.
screen (systray) to open the eFileCabinet Server.
2. Choose Select/Create File Cabinet from the File Menu. Highlight
your file cabinet and click on the Select Cabinet and Close button.
3. Select Setup from the Cabinet menu.
4. Click on the Security tab.
5. Select Authentication Required to uncheck the box.
6. Enter the password when prompted.
Run the eFileCabinet
server
Chose Select/Create File
Cabinet
Select Cabinet>Setup
Select Security tab
Remove Authentication
Required checkbox

eFileCabinet Search Menu
To open the eFileCabinet Search Menu, double click on the eFileCabinet
search icon on your desktop.
Displaying a Complete List of Drawers
1. Open the eFileCabinet search menu by clicking on the eFileCabinet
Search icon on the desktop.
2. Click on Search Now.
The complete list of all your drawers displays. The number of drawers
currently in the database displays at the top of the list.
server
Select Search Now

Searching for a Specific Drawer
1. Open the eFileCabinet search menu by clicking on the eFileCabinet
Search icon on the desktop.
2. Select the desired file cabinet from the Current File Cabinet drop
down box in the top right corner of the search screen.
3. Enter the desired search criteria into the search field and click
Search Now.
By default, eFileCabinet will search all fields except the notes field.
If you would like to have eFileCabinet search all of the fields in the clients info.txt
file do the following: Open eFileCabinet Server, Click on Server, Setup, Misc and
select the option Search All Database Fields (Slower). This will slow down the
time it takes you to find the needed file.
The search below found two people with the name “John” and one record
with “John” in the address. Adding more words to the search narrows the
number of entries. If the search is sufficiently narrow that it yields a
single result, eFileCabinet will automatically display the details page or
file drawer for the client you searched for. To view the file drawer for
Johnny Appleseed in the example below you would click on Johnny
Appleseed’s name.
Run eFileCabinet search
Select desired file
cabinet
Enter search terms
Note

Below is an example of what you will see on the details page for Johnny
Appleseed. From the details page you have access to all of Johnny’s data
by simply clicking on the document you would like to see.

Advanced Searching
1. Open the eFileCabinet search menu by double-clicking on the
eFileCabinet Search icon on the desktop.
2. Click on Advanced Search.
3. Enter the name or partial name of the file you are looking for.
4. Select the approximate time frame when the document was created
from the selections given.
5. Click on Search Now.
eFileCabinet will search through all of the drawers in your file cabinet
and display every file that matches the search criteria you entered.
Run eFileCabinet Search
Select Advanced Search
Enter file name
Select modified time
frame
Click Search Now

Sorting Columns
You can sort the files in each of the drawers displayed in the details list or
file drawer for each client by clicking on the desired column heading:
Name, Size or Date. Clicking the heading once will sort the files in
ascending order clicking the heading twice will sort them in descending
order.
Display Options
Expanding/Collapsing Folders
The [-] next to each folder on the details page allows you to expand or
collapse that folder. To change how many levels are displayed for all
folders, click on the desired number next to Number of Levels to Display
at the top of the search screen.
Display Preferences
To specify how you would like your folders to be displayed in the search
menu each time you open the search menu do the following:
1. Double-click on the eFileCabinet icon in the bottom right corner to
open the eFileCabinet server.
2. Click on Server, Setup. Misc and you will see the following display
options
Collapse Folders by Default, selecting this option will collapse all the
folders viewed on the Search menu.
Folders in list before auto collapse, this option allows you to specify
how many folders you want displayed before eFileCabinet auto
collapses them. As a default, eFileCabinet will expand the first two
folders to display the files with them and collapse all others.

Viewing and Editing a Clients Personal Information
To view or edit a clients personal information do the following:
1. Open the eFileCabinet search menu by double-clicking on the
eFileCabinet Search icon on the desktop.
2. Enter the client’s name in the search field, click Search Now
3. With the Clients File Drawer open on the screen, click on the clients
name. This will display the Database Maintenance Screen where you
can view or edit the client’s information or change the folder name for
this client.
Below is example of the Database Maintenance Screen for Johnny
Appleseed.
Search
Enter client's name
Select client's name

Viewing or editing a document
eFileCabinet allows you to view your documents in two different ways.
You can view it in read-only mode or have it displayed in a Windows
Explorer window that allows you to open the document into the
appropriate program and make necessary changes to it.
Viewing documents
To view a document, click on the name of the document in the search
results screen. This will allow you to view the document but you cannot
make any changes to it.
Editing documents
Clicking on the Edit Files link next to any folder on the search results
screen you will take to a Windows Explorer window where you can open
the file in the appropriate program and make the necessary changes.
If you don’t see a Edit File links next to your folders. Check to make sure that
“Replace HTML links with real file path” is checked under Cabinet, Setup,
HTML in the eFileCabinet Server.
Note

Placing Documents in the File Cabinet
Now that the File Cabinet is set up, the data must be placed in it. There
are two main ways of putting files in the file cabinet. The first is printing
the document using the eFileCabinet PDF printer. The second is to scan
the document.
Using the eFileCabinet PDF Printer
Using the eFileCabinet printer you can create a PDF file from any
Windows application and place it in your file cabinet. There are four
steps to printing a document and placing it in the file cabinet.
1. Print the Document—Choose File, Print from any Windows
application.
2. Select eFileCabinet as your printer and click on print.
3. Once the document has been printed Store A Document In The File
Cabinet web page will be displayed. Select the File Cabinet from the
drop down box on the right and enter the name of the drawer that
this document belongs to and click Search Now.
Print document
Select eFileCabinet
printer
Select drawer

If the client this document belongs to does not exist you can click on
Add New Drawer to add the new client.
4. On this page you will be shown a list of the folders and files within
that clients file drawer (folder). Click on the folder you would like to
have this document placed in.
If the folder you would like to place the document in does not
exist you can use the Create New Folder button to create a new
folder.
5. Enter the desired name for the document and click on Store
Document.
Select Folder
Name document

6. Click on Close Window to close the browser.
Scanning a document
If you have Windows 98, Windows Me or Windows 2000 you can use
Windows Imaging to scan the document and then print it using
eFileCabinet printer to convert it to a PDF file and place it in the file
cabinet. Windows Imaging is not included with Windows XP, if you have
Office XP you can use the Document Imaging feature. Otherwise you will
need to use the scanning software that came with your scanner. See
printing a document for instructions on how to use the eFileCabinet
printer.
Windows Imaging
1. Click on Start, Programs, Accessories, Imaging.
2. Click on File, Acquire Image.
3. Follow the prompts to complete scanning of your document. Once the
scanning is complete you will see the document on the screen.
Start a scan

4. Click File, Print and select the eFileCabinet printer as your printer and
then click print to create a PDF file and place it in the file cabinet.
Scanning Tips
• While scanning, we recommend that you scan at a resolution of 300
dpi. This should ensure fair quality when printing.
• Depending on the scanner, scan in either B&W or Lineart. Do not use
greyscale or color. A typical letter sized page should take between
80-100 kb of storage space.
Print using eFileCabinet
as printer

Appendix I: Commands
Appendix: Commands
eFileCabinet Search Screen Commands
Tells eFileCabinet to search the filing cabinet based on the information
entered into the search field.
Allows you to search for a particular document in the entire file cabinet.
This is particularly useful for locating a misfiled document.
Allows you to create a new client drawer and information sheet. This is
the recommended way for creating new drawers.
Allows you to select how many levels of folders you want to be in your
expanded view.
Allows you to select what file cabinet to search.
Allows you to view the eFileCabinet manual in PDF format, install a
printer driver and get basic information on the search feature.
Allows you to select the file cabinet that you want to search.
eFileCabinet Server Commands
• Select/Create File Cabinet – Allows you to select an existing file
cabinet or create a new one.
• Export Database – Allows you to export your eFileCabinet database
into an ASCII delimited file that can be used to import into other
programs.
• Setup -- There are two tabs available from this menu: Setup and Misc
o Setup -- This tab allows you to configure the TCP Listening
Port
o Misc – This allows you to change defaults regarding
searching.
• Actions – This option allows you to perform server actions such as
Start Server, Stop Server and Empty the Debug file.
• Setup - There are three tabs on the Cabinet, Setup Menu: File Cabinet,
Security, HTML
Search Now
Advanced Search
New Entry
Display Level
Searching
Help
Cabinet
File
Server
Cabinet

Appendix I: Commands
o File Cabinet - This tab allows you to enter a File Cabinet
Name, Root File Cabinet Path or location of your filing
cabinet and specify whether you want to search all
Database fields or not.
o Security - This tab allows you to enter place a password on
your file cabinet so that it can only be accessed after
entering a username and password.
o HTML - This tab allows you to configure how files are
viewed or edited.
• Maintenance - This tab allows you to perform maintenance on the
selected file cabinet. You can import records, empty and repair the
file cabinet, Create a shortcut to the file cabinet on the desktop.
• Debug Output - This option allows you to view the debug or log file
output provided by eFileCabinet. This view is used for
troubleshooting only.
• Database - This option allows you to toggle back to viewing the
database after viewing the Debug Output.
• Help
• About - This option gives you information about the version of
eFileCabinet you are running. You can click on the
“www.efilecabinet.com blue link to launch the browse to the
eFileCabinet web site.
• eFileCabinet Manual - This allows you to view the eFileCabinet
Manual in .PDF format.
View

Appendix II: Import Utility
The import utility allows you to import an existing client list that is in
tab-delimited format.
Running the Import Utility
Click on Start, Programs, eFileCabinet, eFile Import Utility.
Importing the File
Below are the steps for importing an existing client list that is in tab-
delimited format.
1. Click on the yellow folder next to Root File Cabinet Path to select the
path for your File Cabinet Data.
This will be the same location that is specified in the eFileCabinet server under
Cabinet, Setup.
Note

2. Click on the yellow folder next to Import Filename to select the file
containing the client list you want to import. This is the .txt file you
saved from your spreadsheet.
A list of the different columns appears. From the drop down menu
underneath each column heading, choose the field that corresponds to
the information in each column. (i.e., First Name, Last Name,
Address, etc.)
Note: You must specify a drawer name field or no client drawers will be
created.
3. Click on Import
This will create a drawer for each of the clients in the list you are
importing.
screen (systray) to open the eFileCabinet Server.
5. Choose Select/Create File Cabinet from the File Menu. If your file
cabinet is not listed, select Create New and enter a name for your file
cabinet.
6. Highlight your file cabinet and click on Select Cabinet and Close
button.
7. Change the Root File Cabinet Path to point to the location of your file
cabinet data folder. Click Ok.
8. Click on Start to import the records into the database.

Appendix III: Archive Utility
The eFileCabinet archive utility allows you to move or copy existing
folders in your file cabinet to a backup location for archival purposes. It
also allows you to create new folders under each client drawer saving
you the time of doing it manually one at a time.
Running the Archive Utility
Click on Start, Programs, eFileCabinet, Archive Utility.
Creating a New Folder
Highlight your file cabinet data directory under the Source column.
This will be the same location you specified in the eFileCabinet server for the root
file cabinet path.
Click on Create folders and type in the name of the folder that you want
to be created as a sub-folder underneath each client drawer (i/e, 2002).
Click on Ok.
Note

The listing under source is not automatically refreshed you will need to close the
folder and re-open it to see the changes that have been made.
For example, it is January 2003 and you would like to add a 2003 folder to
each one of your client drawers in your file cabinet named D:Lincoln
File Cabinet. To accomplish this, open the eFileCabinet archive utility
highlight the D:Lincoln File Cabinet under Source, Click on Create
folders and type in 2003 and click on OK.
Creating a sub-folder
1. Highlight your file cabinet data directory under the Source column.
2. Click on Create Folder and type in the full path and name of the
folder that you wanted created as a sub-folder in each client drawer
(i/e, 2002Taxes). Click on Ok. This will create the Taxes folder under
each of the 2002 sub-folders for each one of your clients.
Deleting a Folder
Highlight your file cabinet data directory under the Source column
Click on Delete Folder and type in the name of the sub-folder that you
want deleted. This will delete the same sub-folder in each client drawer
(i/e, 2002). Click on Ok. This will delete the 2002 folder that is in each
client drawer.
The listing under source is not automatically refreshed, you will need to close the
folder and re-open it to see the changes that have been made.
Moving Files
1. Highlight your file cabinet data directory under the Source column.
2. Highlight the desired location under the Destination column.
The destination folder must contain the same clients drawers (folders) as the
Source folder does.
3. Select the year that you would like to move under the select years
column.
4. Click on Move
This will move the folders from the location you specified under Source
to the location specified under Destination and then delete them from the
source location.
For example, You want to move the 1999 folders from your current file
cabinet (D:Lincoln File Cabinet) to your archived filing cabinet
Note
Note
Note

(E:Archive Lincoln File Cabinet) since they are no longer needed. To
accomplish this you open the eFileCabinet archive utility, highlight
D:Lincoln File Cabinet under Source, highlight E:Archive Lincoln File
Cabinet under Destination, select 1999 under Select Years and click on
Move. This will move all of the 1999 folders for each of your clients to the
archive filing cabinet on E:Archive Filing Cabinet.
Copying Files
1. Highlight your filing cabinet data directory under the Source column.
2. Highlight the desired location under the Destination column.
The destination folder must contain the same client drawers as the Source folder
does.
3. Select the year that you would like to copy under the Select Years
column.
4. Click on Copy.
This will copy the folders from the location you specified under Source
and place a copy of them in the location you specified under Destination.
For example, For backup purposes you want to copy the 1999 folders
from your current file cabinet (D:Lincoln File Cabinet) to your archived
file cabinet (E:Archive Lincoln File Cabinet). To accomplish this you
open the eFileCabinet archive utility, highlight D:Lincoln File Cabinet
under Source, highlight E:Archive Lincoln File Cabinet under
Destination, select 1999 under Select Years and click on Copy. This will
place a copy of all of the 1999 folders for each of your clients to the
archive file cabinet on E:Archive File Cabinet.
Note

Appendix IV: Troubleshooting
Contacting Technical Support
eFileCabinet Technical Support is available M-F 9:00am to 5:00pm MDT
Phone: 1-801-375-7515
Email: support@efilecabinet.com
Common Problems
Problem
PDF documents are coming in my browser instead of in Adobe Acrobat.
How do I change that?
Solution
You will need to disable the web browser integration. Below are the steps
for disabling web browser integration in both Adobe Acrobat 4.0 and
Adobe Acrobat 5.0.
Using Adobe Acrobat 4.0:
Select File, Preferences, General and unclick the Box marked “Web
Browser Integration”.
Using Adobe Acrobat 5.0:
Select Edit, Preferences, General, Options and unclick the box marked
“Display PDF in browser”.
Problem
Shortcut to search doesn’t work on the computer running the
eFileCabinet Server.
If the browser opens, but then your browser has a message similar to the
following:
The page cannot be displayed
The page you are looking for is currently unavailable. The Web
site might be experiencing technical difficulties, or you may need

to adjust your browser settings.
Cause
File Cabinet Server isn’t running.
The shortcut to the eFileCabinet was created with an error.
Solutions
Make sure that the eFileCabinet server is running. (A file cabinet icon will
be displayed in the lower right hand corner of the screen on the machine
eFileCabinet was installed on. If it isn’t running, click on the eFileCabinet
icon on the desktop to start the server.
Recreate the shortcut: Double-click on the file cabinet icon in the bottom
right corner of the screen, Select Maintenance, Create Shortcut from the
Cabinet menu
Problem
Your database becomes lost or corrupt.
Solution
Rebuild the database. Below are the steps to rebuild the database.
1. Open your eFileCabinet Server.
2. Choose Select/Create File Cabinet from the File menu and select the
file cabinet that you are having problems with from the list.
3. Select Maintenance, Import Records from the Cabinet menu. You
will see the following dialog:

4. Click Start and eFileCabinet will scan the Root File Cabinet Path and
it will restore a database record for each client folder in that path.
If files are missing, you will need to restore them from a backup file.
Problem
You added a new client but no drawer was created for them.
Cause
The new client was added from the server instead of the Add New
Drawer Button on the Search menu.
Solution
When you add a new client while in eFileCabinet server a drawer is not
created and you will need to manually create one and then go into
eFileCabinet server and click on Cabinet, Maintenance, Import Records
to update the database.
Problem
You created a new drawer and placed files in it but you cannot see it
when you do a search.
Cause
The drawer was not created using eFileCabinet
Solution
Open eFileCabinet server and select Import Records from the Cabinet,
Maintenance menu to import the new drawer.
Problem
You receive the message “Windows Socket Error” when clicking on the
eFileCabinet Server icon.
Cause
This problem can be caused by one of the following:
• You have IIS installed on the machine.
• You are trying to start a second copy of the eFileCabinet server.
Note

Solutions
Check to make sure that IIS (Internet Information Server) is not running
on your machine. If you are running IIS you will need to install
eFileCabinet on another machine on your network. You may want to
consider placing it on the computer attached to your scanner.
If you have already started and configured the server you will receive this
message if you attempt to start another copy of the server. If this is the
case you can ignore this message.
Problem
I am unable to open or view any documents in my file cabinet
Solutions
Netscape has made it so that you can’t view local files through Netscape.
They have done this for security reasons. You can however correct this
problem by adding the following line to the pref.js file on your computer.
User_pref(“security.checkloaduri”,false);
If you are running Internet Explorer you must add the Server IP to
“Trusted Sites”.

Appendix V: Other Items on the Disk
Appendix V: Other Items on the disk
Folder Description
Misc This folder contains a copy of Internet Explorer 6.0.
Tech Support This folder contains a few files to assist in Tech
support. Including the update for the database
engine.
Acrobat Reader This folder contains a copy of Adobe Acrobat
Reader.
Archive Utility This folder contains the archive utility see
Appendix II for more information about the
archive utility.
eFileImport Utility This folder contains the eFileImport for more
information about the eFileImport utility see
Appendix III.
Demo File Cabinet This folders contains the demo file cabinet.
`

John Heeder user guide sample 2

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