Quick Start Tutorial
How to get started with DocsToBox - the Basics
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.
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.
Add Your Folder Periods
Enter the period in time that the documents in each folder cover, such as 2010 or March 2011.
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.
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
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.
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