FileCenter User Guide Copyright © 2013-2019, All Rights Reserved Updated: 2019-05-02 Table of Contents Section 1: Get Up and Running ................................................................... 8 Chapter 1: Introduction ...................................................................................... 9 Chapter 2: Installation and Setup .................................................................... 10 2.1 Install FileCenter ..........................................................................................................10 2.2 Run FileCenter for the First Time ..................................................................................11 2.3 Network Installation .....................................................................................................13 Chapter 3: The FileCenter Interface ................................................................. 14 3.1 The Manage Tab ...........................................................................................................14 3.2 The Edit Tab .................................................................................................................14 3.3 The Search Tab .............................................................................................................15 3.4 The Inbox Tab ...............................................................................................................15 3.5 The Task Buttons ..........................................................................................................16 3.6 The Ribbon and the File Tab .........................................................................................16 Chapter 4: Prepare Your Filing System ............................................................. 18 4.1 Should I Use Electronic File Cabinets? ..........................................................................18 4.2 Import Existing Files and Folders ..................................................................................21 4.3 Plan New Cabinets........................................................................................................21 4.4 Recommended Cabinet Layouts ...................................................................................22 Chapter 5: Using Cabinets, Folders and Files ................................................... 26 5.1 The Cabinet Layout.......................................................................................................26 5.2 Manage Your Cabinets .................................................................................................26 5.3 Drawer Basics ...............................................................................................................28 5.4 Folder Basics ................................................................................................................28 5.5 Delete a Drawer or Folder ............................................................................................29 5.6 File Basics .....................................................................................................................29 5.7 Add Files to Your Cabinets ............................................................................................31 · 2 · Chapter 6: Scanning Basics ............................................................................... 34 6.1 Scanner Requirements .................................................................................................34 6.2 Connect to Your Scanner ..............................................................................................35 6.3 Scan in Edit View ..........................................................................................................36 6.4 Scan Straight to File ......................................................................................................36 6.5 Scan to a Word Processor .............................................................................................37 6.6 Scan with a Portable Scanner .......................................................................................37 6.7 Scan with a ScanSnap ...................................................................................................38 6.8 Troubleshoot Scanner Problems ...................................................................................38 Chapter 7: PDF Basics ....................................................................................... 39 7.1 The Edit Tab is for PDF Files ..........................................................................................39 7.2 PDF in the Manage View ..............................................................................................40 7.3 The PDF Printer ............................................................................................................41 Section 2: Getting Sophisticated ............................................................. 42 Chapter 8: Automate File & Folder Naming ..................................................... 43 8.1 File Naming Conventions ..............................................................................................43 8.2 Pre-Defined Filenames .................................................................................................47 8.3 Custom Lists .................................................................................................................55 8.4 Folder Templates..........................................................................................................57 Chapter 9: Move Files ...................................................................................... 60 9.1 The Inbox .....................................................................................................................60 9.2 The Move Button..........................................................................................................61 9.3 The Split View...............................................................................................................62 Chapter 10: Add More Power to Cabinets ....................................................... 65 10.1 Favorites ....................................................................................................................65 10.2 Advanced File Options ................................................................................................65 10.3 Advanced Folder Features ..........................................................................................70 10.4 Advanced Drawer Features ........................................................................................72 · 3 · 10.5 Advanced Cabinets .....................................................................................................75 10.6 “Pinning” Drawers ......................................................................................................77 10.7 Secure a Cabinet.........................................................................................................78 10.8 Integrate with the Save/Open Functions of Other Programs ......................................80 10.9 Application Bar ...........................................................................................................81 Chapter 11: File Conversions ............................................................................ 83 11.1 Convert Individual Files to PDF ...................................................................................83 11.2 Bulk PDF Conversion...................................................................................................85 11.3 Email Files as PDFs ......................................................................................................87 11.4 Paste Images as Files ..................................................................................................88 11.5 Convert between Image Formats ...............................................................................89 11.6 Convert to Word, Excel, etc. .......................................................................................89 Chapter 12: Work with PDF Files...................................................................... 90 12.1 Combine PDF Files through Drag-and-Drop ................................................................90 12.2 The “Actions” Button ..................................................................................................91 Chapter 13: Use the PDF Editor ........................................................................ 97 13.1 Erase ..........................................................................................................................97 13.2 Redact Sections ..........................................................................................................97 13.3 Fill Out Forms .............................................................................................................99 13.4 Typewriter ..................................................................................................................99 13.5 Rearrange or Delete Pages ....................................................................................... 100 13.6 Crop Pages ............................................................................................................... 100 13.7 Rotate Pages ............................................................................................................ 101 13.8 Add Annotations .....................................................................................................