Some settings are required in order to use the Windows Explorer Client.
Field with Document Name
For each file cabinet to be made available via Windows Explorer Client you must enable the Document name option for an index field. The contents of this field are used in Windows Explorer Client as the file name for the documents (DocuWare Konfiguration > File cabinets > File Cabinet x > Database Fields).
When choosing the field, remember that you cannot use this field for the definition of the folder structure.
Creating a Folder Structure
For each file cabinet to be made available via Windows Explorer Client, you must create at least one result list as a folder structure. You can also define multiple folder structures for a file cabinet and make them available to users. The results are displayed in the Windows Explorer Client in a folder structure.
As soon as at least one folder structure is available to a user for a file cabinet and the user has installed Windows Explorer Client, they can access this file cabinet from Windows Explorer Client.
You can only select text fields for the folder structure for Windows Explorer Client.
You create folder structures in the DocuWare Configuration in the module File Cabinet under Dialogs.
Information about how to define a folder structure you will find in the help to the file cabinet administration.
Finally, assign the folder structure to one or more roles.
Please note, that the users must have the file cabinet right Store (File cabinet x / Permissions) to store documents from the Windows Explorer Client in DocuWare. In addition to that, they need the Select lists functional right to assign external select lists (File cabinet x / User x / Functions / DocuWare Administration / Select lists).
Restricting the Visibility of the Fields (Optional)
An infobox is automatically created when creating a folder structure. An info dialog is added subsequently to existing folder structures. When changing the index entries, all fields and their values are visible to all users by default. If necessary, you should restrict user rights with Change field sequence and Visible.
Rights
When working with DocuWare Windows Explorer Client, the rights of DocuWare users are taken into account. For technical reasons, users who open (read only) or edit (read-write) DocuWare documents via Windows Explorer Client also require the Export right at file cabinet level.