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DocsToBox helps you manage your hard copy document storage.
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How To Use DocsToBox - The Basics

Step 1. Load Label Names

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

Step 2. Setup Your Document Types

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

Step 3. Create File Folders

Combine lable names and document types to create a file folders. Print labels to put on you file folders in a wide variety of Avery style formats automatically as you create the file folders.

Step 4. 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. Assign a location to each storage box to help find the box when you need a folder in it.

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. Tracking paper files has never been easier!

Reporting

DocsToBox has a number of reports to help manage your hard copy document storage, including...
  • a Box Contents Report which prints all of the file folders stored in the selected storage boxes.
  • a Box Destruction Report which 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.
  • a Box Location Report which prints all of the storage boxes assigned to the selected locations.

 

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