| 1. | Establish the drive and file path where the documents will be stored by creating a Document Volume ID. |
| 2. | Enter the Document Volume ID in the DM > Properties screen. This step must be performed before any documents are scanned or imported into AccuBuild. |
| 3. | Optionally, you can create Document Folder Templates in order to organize your documents within a master list such as employees, clients, or jobs. Although it is recommended that you consider the organization of the documents BEFORE you start scanning or importing documents into AccuBuild, document folders can be created later and the documents can be moved at a later date. |
| 4. | Another option to organize your documents is to create User Defined Fields for the master document list. This allows you to sort the master list by these fields. Again, these fields do not have to be set up prior to scanning or importing documents into AccuBuild. |
| 5. | Install the AccuBuild Office Add In Module at each workstation. This option allows the user to login to AccuBuild directly through Microsoft's Word, Excel or Outlook and 'tag' the current document to a Document Folder within AccuBuild. In addition, a document within AccuBuild can be attached to an email in Outlook. The install option is located on the Help menu when the company is opened. Note: This option is not included in the basic Document Management package and must be purchased separately. |
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