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DocuWare for Invoice Processing

Resources for users of the preconfigured cloud solution

Can I rename trays, file cabinets, store dialogs or index fields?

Yes. For example, if you want the file cabinet "Accounting" to be renamed "Incoming invoices" or the store dialog "Extended storage dialog" to be renamed "Other documents", this is possible. This also applies to the names of the index fields used in your solution (e.g. "Vendor " instead of "Company name") and trays.

It's best to discuss your change requests with your DocuWare consultant before implementing your solution to ensure that your workflows are not affected by these changes.

If you would like to do renaming by yourself as the administrator of your solution, proceed as follows:

Document Tray

  • Open DocuWare configurations via the main menu
  • Click on the “Document Trays” on the Personal category row Click on the editing pen for the tray you want to rename
  • Give the tray a new name (top left)
  • Save your changes

File cabinet

  • Open DocuWare configurations via the main menu
  • Click on the “Document Trays” on the Document storage category row
  • Click on the editing pen for the file cabinet you want to rename
  • Give the file cabinet a new name (top left)
  • Save your changes

Store dialog

  • Open DocuWare configurations via the main menu
  • Click on the “File Cabinets” on the Document Storage category row
  • Click on the editing pen for the file cabinet you want to to rename
  • Click on the "Dialogs" tab
  • Click on the "Store" tab
  • Select the store dialog name you wish to change from the list and click
  • Give the store dialog a new name (top left)
  • Click "OK” on the bottom right
  • Click “Save” to save the change

Index field

  • Open DocuWare configurations via the main menu
  • Click on “File Cabinets” on the Document Storage category row
  • Click on the editing pen for the file cabinet for which you want to rename an index field
  • Click on the "Database Fields “tab
  • Select the field name you wish to change from the list and clicking the name field enter the new name
  • Click "OK"
  • Click “Save” to save the change.

Need further assistance? We’re here to help. Please email us at support.americas@docuware.com.