Document Drawers

Drawers are next below Cabinets in the hierarchical tree.

Example:   Sally has already created the Cabinet Accounting. Next she wants to create two Drawers; Purchases and Payables and Sales and Receivables. These Drawers will contain documents such as Invoices, Cheques, Return Orders, and Credit Memos for the company's clients and vendors. Sally is a Library Administrator.

Create a Drawer

1. From the Preferences drop-down field select Library Administrator.
   
2. From the Navigation menu, select Manage Drawers. A list of existing Drawers will appear in the Content frame.
   
3. In the Content frame click the Add button to open the Add Drawer form.
   
4. In the Drawer Name field type in the Drawer name. This is the name that will be displayed in the Documents Navigation menu.
   
5. Type in an optional Drawer Description.
   
6. You can either assign a Cabinet to the Drawer at this step or assign one during the process of creating a Cabinet. To assign a Cabinet, select the name(s) of the Cabinet(s) from the Non-Drawers Cabinets list, and then click the button.
   
7. Click the Add button.

View / Edit Drawer Properties

At any time you can view or modify the Drawer name, Drawer Description, or change user access to the Drawer.

1. From the Preferences drop-down field, select Library Administrator.
   
2. From the Navigation menu, select Manage Drawers.
   
3. In the Content frame, click the name of the Drawer. This opens the Edit Drawer form.
   
4. Make the required modifications, and then click the Update button.

Delete a Drawer

You can only delete a Drawer if it does not contain documents. Ensure that you move or delete any documents prior to deleting a Drawer.

1. From the Preferences drop-down field, select Library Administrator.
   
2. From the Navigation menu, select Manage Drawers.
   
3. In the Content frame, click the name of the Drawer. This opens the Edit Drawer form.
   
4. Click the Delete button. Synergy verifies the drawer is empty. If this is not the case the following message will appear. For additional information on moving drawers see the section Move or Copy a Folder Structure.