DocsToBox Software
Quick Start Tutorial

How to get started with DocsToBox - the Basics

  1. Enter Label Names

    Enter or import the label names to be used to help identify file folders. You can optionally assign a label name category, such as Customers, Vendors, or Employees, to each label name.

  2. Setup your Document Types

    Enter the types of documents stored in file folders, along with how long they must be stored. You can optionally assign a document category, such as Payables or Receivables, to each document type.

  3. Add Your Folder Periods

    Enter the period in time that the documents in each folder cover, such as 2010 or March 2011.

  4. Create File Folders

    Combine lable names and folder periods to create a file folder for specific document types. You can also optionally print labels to put on you file folders in a wide variety of Avery formats.

  5. Make Storage Boxes

    Now you are ready to assign folders to storage boxes. Select the folders that got placed in the same box. The Store Until date will be automatically calculated based on the type of documents you place in the box, and the date the box was placed into storage. You can optionally assign a location to each storage box.

  6. Search for File Folders

    Now that you have assigned folders to storage boxes you can use the search facility to locate those folders again. The search results will include the folder name, the storage box, and the location of the storage box.

  7. Reporting

    DocsToBox has a number of reports to help you use the data you entered, including...

    • Box Contents Report Prints all of the file folders stored in the selected storage boxes.
    • Box Destruction Report Prints all of the storage boxes whose Store Until date falls in the selected date range. You can also include the contents of each box in the report.
    • Box Location Report Prints all of the storage boxes assigned to the selected locations.
    • Box Check Out/In History Report Prints a list of everyone who checked out and checked in a storage box.
    • File Folders Report
    • Label Names Report