Cabinet creation is a process that should be thought out ahead of time. The whole purpose of the cabinet is to hold data that will allow someone to readily find a document when needed.
The cabinet design should not waste user effort indexing values that are never used. An example might be a client phone number. In most cases, this information is probably not a defining value that will help locate a document.
In this exercise, we will create an Insurance cabinet, add some fields and explore cabinet concepts.
Open Easyfile Easyadmin and click the Cabinet/Fields button.
The listing of active cabinets is shown. Click the Create New button and supply a name. We will can this cabinet “All Insurance”.
Once the cabinet is in the list, click the name to start creating fields.
Here we need to think about what fields would be used to identify the document.
Some information which would probably be important :
Policy number
Policy Holder First Name
Policy Holder Last Name
Carrier
Insurance Type
Document Type
Document Date
Comments
Since these are the fields that would constitute the description of any document saved to this cabinet, we will start adding the fields to the cabinet.
Clicking “All Insurance” in the cabinet list will bring us to an empty field list. Click Create New.
Enter Policy Number in the name and look at the data type and field size.
The data type determines what type of data will be accepted. In most cases, char (text) will be used whether it will be letters or numbers to be entered. The exceptions regarding numbers might be if the field entry would be used in a math calculation. Use the Currency data type for money.
In this case because policy numbers could contain both letters and numbers, choose the char data type and the default size of 30 is fine. Click Save
Repeat the process for First Name, Last Name, Carrier and Insurance Type with the same settings.
Make Document Type 50 characters.
Document Date is Date Data Type.
Make Comments field 200 characters.
This example cabinet will be used in the following guides:
Creating List Fields
Creating Auto Fill