To add your locations to The Paper Tiger Document Management Software and Filing System, follow these steps:
1. From The Paper Tiger main window, click the Locations button on the toolbar. The Locations window is displayed.
2. Click the New button. The Location Wizard is displayed.
Note: The first time you use the Location Wizard, you may wish to follow the instructions under the Step by Step tab…Or
3. Click the Summary tab.
4. Click in the Name field and type the name of the location, such as Action or Reference.
5. You can type notes related to the location in the Notes field. These notes may describe the physical location, such as lateral files in Bob’s office or the contents, such as Personal Files.
6. (Professional & Network Editions Only) The Paper Tiger can also remind you when you need to review the files in the location. To set up this reminder, select a time period from the Review Frequency drop-down list.
7. Type the number of files you expect to have in the location in the Capacity field, such as 100. This is just an estimate. You can always add more.
8. Click the Save/New button to save your new location and create a new one or click the Save/Close button to save your new location and exit the wizard. Your Location List is displayed again with the new location added.
9. Repeat Steps 2 through 9 for each new location.
These Location names can be anything you want them to be relative to what you are indexing The Paper Tiger way, i.e., CDs, DVDs, Books, Training Manuals, etc. For more examples, see our blog posts under the Category ‘Many Uses of The Paper Tiger‘ by Stephanie Calahan.
