"The ease of use and implementation were key to our decision to move ahead with FileHold."
- Engineering Customer
Drawers in the File Structure
In order for a user to see a drawer they must be a member of the cabinet in which the drawer resides. The availability of actions is dependent on the rights that users have to the Cabinet that the drawer resides unless further restrictions have been placed on the drawer by its owner, the Library Administrator or the Systems Administrator.
The menu may be accessed by either right clicking on the drawer name if accessing FileHold using the desktop document management software application (FDA) or by left clicking on the down arrow that appears when the cursor rests on the drawer name if accessing the document management system using the web client interface.
Note: In order for a user to see a drawer they must be a member of the cabinet in which the drawer resides. The availability of actions is dependent on the rights that users have to the Cabinet that the drawer resides unless further restrictions have been placed on the drawer by its owner, the Library Administrator or the Systems Administrator. The following actions can be performed on drawers.
|
Action / Function |
What the function does |
Who can access the function |
|
Open Drawer |
Expands the Drawer revealing its contents. |
All users with access to the Cabinet that the drawer belongs to. |
|
Search
|
Allows users to restrict their search to documents located in the selected drawer. |
All users with access to the drawer. |
|
Properties
|
Displays the Drawer Properties.
|
All users with access to the Drawer. |
| Set Default View | Allows user to select a default view that has been created in the View Preferences. | All users with access to Folder. |
|
Add Folder
|
Allows user to add a folder to the drawer.
|
Users with Publisher or higher access.
|
|
Move Drawer
|
Moves the drawer to a different Cabinet. |
Library Administrators, System administrators or Cabinet Organizers only. |
|
Copy Drawer
|
Makes Copy of the Drawer including all folder groups, folders and documents it contains. |
Library Administrators, System administrators or Cabinet Organizers only. |
|
Clone Drawer Structure
|
Makes a copy of the Drawer and folder groups and folders it contains. Does not copy documents in Drawer. |
Library Administrators or System administrators only.
|
|
Delete Drawer
|
Deletes the Drawer and all items it contains. |
Library Administrators or System administrators only. |
| Archive Drawer | Manually sends the contents of the folder group to the Library Archive. | Library Administrator or System Administrator only. |
| Export | Exports all documents in the folders contained in the Folder Group. | All users with access to the Cabinet that the Folder Group belongs to. |

