Paths |
Determines where the various system files and folders can be found. | ||
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Show me | |
When you log-on you can choose a Setting. This refers to a collection of paths which you define here. For example, you might have one Setting for when you are connected to the network and another Setting for when you are mobile. Alternatively, you might have a Setting that points to a private database on your local hard disc (containing company financial information, notes of conversations with the bank etc.) |
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To add a new Setting | |
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Click the ![]() |
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Enter a name which describes the setting Eg. My Private Database (Duplicate names are not allowed) |
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Click the OK button | |
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You will be asked if you want the paths to be set automatically. If you choose Yes then the default paths created during installation will be searched for, and if found locally, set automatically. If you installed on a network then the database paths will not be set automatically but the system paths should be. |
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To delete a Setting | |
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Choose the setting that you want to delete | |
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Click the ![]() |
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Confirm the deletion by clicking Yes | |
Note When you delete a setting, it is removed from the list. The paths associated with a Setting are not deleted. | ||
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To rename a Setting | |
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Choose the setting that you want to rename | |
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Click the ![]() |
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Edit the name of the Setting (Duplicate names are not allowed) |
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Click the OK button | |
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Viewing the paths | |
If a path has a tick ![]() If a paths has a warning ![]() There should be no ![]() |
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Setting the paths | |
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Double-click a path to open the Browse window | |
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Choose a path and click the OK button | |
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To create a new folder, click the New button | |
To search for paths automatically: | ||
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Click the ![]() |
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To move paths around: | ||
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Drag a path with the mouse and drop it on the desired slot | |
To use an existing Setting as the basis for a new one: | ||
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Click the ![]() |
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Choose an existing Setting to copy from | |
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The folders hold the following information | |
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Index folder Used to hold the Index files. |
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Required rights: File: Read, Write, Delete, Create, Rename Folder: n/a |
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Users folder Used to hold a folder for each user, in which the diaries and other files are held. |
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Required rights: File: Read, Write, Delete, Create, Rename Folder: Create |
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Shared folder Used to hold the Shared file and other system-wide files. |
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Required rights: File: Read, Write, Delete, Create, Rename Folder: n/a |
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Template folder Used to hold Template files. |
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Required rights: File: Read, Write, Delete, Create, Rename Folder: n/a |
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RADs folder | |
Used to hold Rapid Addressing Database files. | ||
Required rights: File: Read, Write Folder: n/a |
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Filters folder | |
Used to hold Reports filters created in the Reports or Mail-Merge Wizards. | ||
Required rights: File: Read, Write, Delete, Create Folder: n/a |
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(Company-wide) Letters folder | |
Used to hold company-wide letters used in Write a letter. See also: Departmental letters and My letters |
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Required rights: File: Read, Write, Delete, Create, Rename Folder: n/a |
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Forms folder | |
Reserved | ||
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Filing folder | |
Used to store the main database. | ||
Required rights: File: Read, Write, Delete, Create, Rename Folder: Delete, Create, Rename |
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Archive folder | |
Used to store a daily activity log of everything that happens. | ||
Required rights: File: Read, Write, Delete, Create Folder: Create |
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Scanned images (Pending tray) folder | |
Used as a temporary store for scanned images that are waiting to be linked into the database. | ||
Required rights: File: Read, Write, Delete, Create Folder: n/a |
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Faxes (Pending tray) folder | |
Used as a temporary store for faxes that are waiting to be linked into the database. | ||
Required rights: File: Read, Write, Delete, Create Folder: n/a |
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Publishing folder | |
If you publish parts of the database to the internet, you can preview the pages before you upload them by creating them in this folder. | ||
Required rights: File: Read, Write, Delete, Create Folder: Create |
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Internet Pages folder | |
Reserved | ||
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Work files (Pending tray) folder | |
Used as a temporary store for any kind of file that is waiting to be linked into the database. Typically this might hold Word® documents, Excel® spreadsheets and so on. | ||
Required rights: File: Read, Write, Delete, Create, Rename Folder: n/a |
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Mail-Merged (Pending tray) folder | |
Used as a temporary store for documents created by the Mail-Merge Wizard or Write a letter feature, that are waiting to be linked into the database. | ||
Required rights: File: Read, Write, Delete, Create Folder: Create |
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Overlays (Pending tray) folder | |
Reserved | ||
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Video and Voice (Pending tray) folder | |
Used as a temporary store for video clips, digital photos or audio clips that are waiting to be linked into the database. | ||
Required rights: File: Read, Write, Delete, Create Folder: n/a |
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New contacts (Pending tray) folder | |
Points to an existing folder in the main database Filing system where you want new contacts to be created before you integrate them into the database. Do not click the New button to create a folder in the main database, rather create a folder via the Filing screen. | ||
Required rights: File: Read, Write, Delete, Create, Rename Folder: Delete, Create, Rename |
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E-Mail (Pending tray) folder | |
Used to hold incoming e-mails, draft outgoing e-mails, and logs of sent e-mail. There is one folder for each e-mail account, the folders within reflect the activity on that account. | ||
Required rights: File: Read, Write, Delete, Create Folder: Create |
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Tables folder | |
The default location for saving tables in the Tables screen. | ||
Required rights: File: Read, Write, Delete, Create, Rename Folder: n/a |
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Departmental letters folder | |
Used to hold departmental letters used in Write a letter. See also: Company-wide letters and My letters |
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Required rights: File: Read, Write, Delete, Create, Rename Folder: n/a |
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My letters folder | |
Used to hold personal letters used in Write a letter. See also: Company-wide letters and Departmental letters |
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Required rights: File: Read, Write, Delete, Create, Rename Folder: n/a |
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E-Mail library folder | |
Used to hold a library of standard e-mails that you can choose from when you are composing an e-mail or responsing to form submissions. | ||
Required rights: File: Read, Write, Delete, Create, Rename Folder: n/a |
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Where should I locate the Pending trays? | |
There are several types of Pending tray to help you categorise the files that you are going to link into the database. For example, you can separate Faxes from Scanned images. If you have all your pending trays on your local machine then you maintain a level of privacy, however your files will probably not be covered when a back-up is done and the system supervisor will not be able to see whether you are efficiently linking your files into the database like a good network citizen. If you have all your pending trays on the network then you lose all privacy as anyone can read your work before you link it. However, this may be irrelevant because once it's linked it becomes available to all users anyway. We suggest that you create all Pending trays on the server with the exception of the Work Files pending tray which you keep on your local machine, perhaps pointing it to your My Documents folder (created by Windows). This way you can work on your draft documents and link them into the system when you are ready. |
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Tip You might want to set the default save path in Word® and Excel® to be the same as your Work Files Pending Tray. | ||
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Using a Novell® server, or don't know | |
This option can have a significant impact on performance. The safe option is to tick it, but this will slow down some aspects of the filing system if you are not running on a Novell® server. If you know for certain that you are using a Windows-based server (usually either NT or 2000) then you should leave this option unticked. You should only tick this option if: |
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Any of the paths are set to a Novell® server, or | |
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You don't know what type of server you have | |
Leave this option unticked if: | ||
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All the paths are on your local machine | |
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Your server is Windows NT or Windows 2000 | |
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Your network is peer-to-peer (This means computers running Windows 95, 98, ME, 2000 or XP, all networked together but with no central server) |
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Create temporary files in | |
Temporary files are usually created in the folder designated by Windows to hold temporary files (Windows \ Temp). There are occasions when you may want to set a specific path and not use the Windows default. To choose an alternate folder: |
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Click the box labelled Other: | |
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Browse for a folder or create a new one | |
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Click the OK button |