Cabinet SAFE Version 10.0 Release Notes

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1 Cabinet SAFE Version 10.0 Release Notes

2 Contents INTRODUCTION... 3 CABINET SAFE AP SPECIFIC CAPABILITIES... 3 Viewing AP Information... 3 Send Document to AP... 4 CABINET SAFE GENERAL USE FEATURES... 5 New Cabinet SAFE License Scheme for Cabinet AP support... 5 Batch Template Mode Folder memorization... 5 Better user control over workflow organization... 5 NEW SAFE MANAGEMENT CAPABILITIES... 6 Enable use of Cabinet AP in the Client... 6 Enable User Management... 7 Enable End Session for users with Active User Permissions... 7 Cabinet SAFE Version 10.0 October 2014 Page 2

3 INTRODUCTION The primary role of Cabinet SAFE version 10.0.X is to support Cabinet AP. However, there are a few additional general use features that apply to Cabinet SAFE. This document highlights the new items found in Cabinet SAFE. Refer to the Cabinet AP Guide for a complete overview of Cabinet AP, including the new Cabinet AP Browser Interface and AP Management. CABINET SAFE AP SPECIFIC CAPABILITIES The SAFE Client offers two specific Cabinet AP capabilities. The first allows users to view a document s AP Information (Primary and Line item data) and the second is to send a document into AP directly from the Cabinet SAFE Client. Viewing AP Information To view a documents AP Information, right click the item and select Get AP Information. The AP Information pop up will display the Primary data, Line items, and Trace by clicking the desired tab. If the item has not been processed in AP, the pop up will be blank for Primary data and Line items, however Trace will still display any trace history. Cabinet SAFE Version 10.0 October 2014 Page 3

4 Send Document to AP To send a document into AP from SAFE, use Route and then select AP. This will open the AP template selection panel. Select desired template, add a note if desired and click Send. This will send the document to AP and create a record in the AP tables. Note: a document can only be AP Processed one time. Sending an item to be processed for the 2 nd time will cause the following message: Cabinet SAFE Version 10.0 October 2014 Page 4

5 CABINET SAFE GENERAL USE FEATURES New Cabinet SAFE License Scheme for Cabinet AP support Cabinet SAFE 10.0.x offers a license scheme that allows a user to be logged into the Cabinet SAFE Client and the Cabinet AP browser interface simultaneously using the same login credentials. This allows users to management documents via the SAFE Client and process items in Cabinet AP without logging in/out of each interface. Batch Template Mode Folder memorization Users can now file multiple documents, using different Batch Mode templates, into the same folder without reselecting the folder. Earlier versions cleared the folder entry whenever a different Batch Template is selected. Selecting Batch Templates that point to a different Cabinet still clear the selected folder since a new folder must be selected. Better user control over workflow organization Users are now able to select what columns they wish to have sorted in Workflow and the sort selections are now memorized when they return to Workflow. Cabinet SAFE Version 10.0 October 2014 Page 5

6 NEW SAFE MANAGEMENT CAPABILITIES Safe Management supports three new items. Enable the use of Cabinet AP Allow User Management for Cabinet Administrators Allow Cabinet Administrators to end user sessions to free up a user license. Enable use of Cabinet AP in the Client Cabinet AP capabilities are enabled by entering a Cabinet URI. This address points to where the AP Rest service is located and when entered, will enable Cabinet AP capabilities in the SAFE Client. System Settings> Options> Paths Cabinet SAFE Version 10.0 October 2014 Page 6

7 Enable User Management System Administrators can now allow Cabinet Administrators to manage System Users. Enabling User management permission will allow the user to log into management with their user name and manage users. User Settings> Users proceed to Step 2 Check Cabinet administrator Check Users under the user tab Enable End Session for users with Active User Permissions Designated Cabinet Users can now End another Users session. This capability is used when a Concurrent user forgets to log out and is tying up a license. User Settings> Users proceed to Step 2 Check Active Users under the Tracking tab Cabinet SAFE Version 10.0 October 2014 Page 7

8 How to end an active user s session. Tracking> Active Users> Right click on the active user you wish to end the session on and click End Session Cabinet SAFE Version 10.0 October 2014 Page 8

Contents AP - BROWSER BASED USER INTERFACE... 3 AP - CLIENT CAPABILITIES... 12. Cabinet AP October 2014 P a g e 2

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