QNAP Systems, Inc. - Network Attached Storage (NAS)



How to Use Qfiling?


About Qfiling

Qfiling is a comprehensive auto-filing application that revolutionizes file organization. Using Qsirch, a full-text search technology that provides advanced search criteria based on file types, Qfiling helps you categorize your files and increase your productivity.

Using the Qfiling Home Page

Monitor the status of all filing tasks from the Qfiling home page.

In addition to one-time filing tasks, you can also view scheduled filing tasks.

Creating a Qfiling Task

  1. Click “Create Qfiling Task”.
  2. Specify the task name.
  3. Under Source Path, select the source folder.
  4. Under Destination Path, select the destination folder.

    Tip: You can also create a new folder and then select it as the destination folder.
  5. Click “Next”.
  6. Under Filing conditions, select the file type.
  7. Select the filing conditions for each file type.
    For example, you can choose to sort all photos based on their modified date.
  8. (Optional) Click to add new filing conditions for subfolders.

    Tip: You can archive multiple file types in one task.
  9. Click “Next”.
  10. Select one of the following.
    1. Once – Runs the filing task once.
    2. Schedule – Runs the filing task multiple times based on the specified schedule and validity date.

  11. Click “Next”.
  12. Select all that apply.
    1. Delete original files
    2. Move files that do not meet conditions to an “Other” folder
    3. Intelligent subtitle filing for videos
    4. Data integrity check

  13. Select the file conflict policy.
    1. Skip the files
    2. Overwrite the files
    3. Rename if a file exists with the same name
  14. Click “Next”.
  15. Review the task summary.
  16. Click “Apply”.

    Note: If you choose to delete the original files, you can undo the changes by clicking Recovery on the home page after the task completes. Doing so moves all files back to their source folders and deletes any new folders.


Recommended Uses

Tips for photographers:

  1. If you use professional photography software like Adobe Lightroom to tag and archive photos, QNAP recommends using the following filing conditions.
    1. [Picture/ IPTC Keywords/ Month Taken]
    2. [Picture/ Month Taken/ Date Taken/ IPTC Keywords]
  2. If you need to organize a large number of photos, use a Qfiling scheduled task to archive your photos regularly.

Tips for office workers:

  1. If you need to organize files by project, use the following filing conditions for each file type.
    1. Documents - [Documents/File Extension]
    2. Photos - [Picture/Date Taken]
    3. Videos - [Video/Month Taken]
    4. Music - [Music/Music Genre]

  2. If you need to organize a large number of files, you can:
    1. Use a Qfiling scheduled task to archive your files regularly.
    2. Use the following filing condition for documents: [Documents/File Extension/Modified Date].

Recipe Library

  1. Suggested Recipes
    Qfiling provides several suggested filing conditions for various file types, including: Photography, Music Maestro, and Television Guru, and so on.
    Suggested recipes give users a better understanding of common filing criteria. You can also select these recipes to quickly complete the filing settings when creating a Qfiling task.
    • View recipe details: To view the detail of a recipe, click the icon or move the mouse cursor over the icon.
  2. My Exclusive Recipe:
    You can create your own recipes with custom filing criteria and save them in Recipe Library. Afterwards, you can quickly create a Qfiling task using these exclusive recipes.
    • How to create exclusive recipes: To create an exclusive recipe, click “Create Recipe” under “My Exclusive Recipe” and then specify the criteria that you need.

      To view the recipes you create, go to “My Exclusive Recipe”.

      You can also modify the suggested recipes and change them into exclusive recipes to meet your needs.
      • How to change suggested recipes into exclusive recipes: Select a suggested recipe that meets your needs and then click “Save as a new recipe”

        To view the recipes you create, go to “My Exclusive Recipe”.
  3. Create Qfiling tasks with recipes:
    When creating a Qfiling task, you can select a suggested recipe or exclusive recipe to quickly complete the task settings.

Systems Logs

In Systems Logs, you can view all the events related to Qfiling tasks and check the status of each task.

  1. View different types of events: To view only a particular type of events, select an event type from the filter on the top-right corner.
  2. View task status: To view the status of a task, click the icon next to a task in the Action column.
  3. Tasks Logs: To view the detail and status of a task, click in the action column.
  4. Download system logs/tasks logs: To download the logs, click “Download”.

Reference: Why do garbled texts appear when I open Qfiling logs using Microsoft Excel?

Availability and Requirements

The Qfiling and Qsirch are available in the App Center on QTS 4.3.0 or later.

Qfiling and Qsirch requires at least 2GB RAM for x86 models. For better performance, 4GB RAM (or more) is recommended .

Release date: 2016-11-01
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