DocsToBox 1.1.4

DocsToBox 1.1.4 offers a professional program that can allow you to track what storage box you placed file folders into when archiving your old records. A simple Search screen not only helps you locate what box a particular folder is in but also where that box is located. Customizable document types not only help define the contents of each file folder but also how long those documents need to be retained before they can be destroyed. Organizing paper files is easy, as a data import wizard allows you to load Customer Names, Vendor Names, Employee Names, or any other list of names you normally use when labeling file folders.

In addition, you can also assign each to types you create to help with selection when creating groups of file folders. DocsToBox also allows you to print labels in a wide variety of Avery style labels for both your file folders and your storage boxes. And you can customize what information appears on the label as well

How To Use DocsToBox:

1. 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.
2. 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.
3. Step 3. Create File Folders
   
   • Combine label 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.
4. 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.
5. 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!
6. 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. 

Major Features:

1. File Folders
   
   • File Folders are identified by the Name, the Period, and the type of Document they contain. As in real life, file folders can contain more than one Name. You define your own Periods and Document Types.
2. Folder Search
   
   • Search for file folders by Name, Period, Document Type, or Document Category. You can print results of your search and you can edit the file folders (and the storage boxes they are stored in) right from here.
3. Storage Boxes
   
   • Based on the information you entered, you can see at a glance the contents of each storage box and where that box is located. Office storage and organization has never been easier!

Enhancements: Maintenance Release.

Requirements: 256MB RAM 20MB Disk

WareSeeker Editor