How to create a new Document Tray

Modified on Tue, 08 Nov 2022 at 09:47 AM

This guide will give you a step-by-step walkthrough on how to create a new DocuWare Document Tray


Step 1: Login to your DocuWare System

Step 2: Click on your name --> Profile and settings

Step 3: Click Document Trays --> Click here to configure your document trays

Step 4: Create document tray

Give the tray a Name, colour and select a file cabinet.

Should you wish to have support on this tray in future please ensure you click the + at the bottom, find the system administator and add them into the administrate permissions list.

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