Document Management Logo
Help Home      Return to FileHold.Com
Expand All  |  Collapse All
 

Document Management: What are the different actions I can perform on Cabinets?

There are a variety of actions or functions that users can perform on cabinets. Actions are accessible from the contextual menu associated with a given cabinet by either right clicking on the cabinet name - if accessing FileHold using the FileHold Desktop Application - or left clicking on the down arrow associated with the cabinet – if accessing FileHold using a web browser.

In order for a user to see a cabinet that they want to perform actions on they must be a member of the cabinet.

The following actions can be performed on Cabinets. The availability of actions is dependent on the rights that users have to the system.

Action / Function What the function does Who can access the function
Open Cabinet Expands the Cabinet revealing drawers. All users with access to the cabinet
Search Allows users to restrict their search to documents located in the cabinet All users with access to the cabinet
Properties Displays the Cabinet Properties for the management of cabinet membership. All users with access to the cabinet
Manage Folder Groups Allows for the management of folder Groups for the cabinet Library Administrators or System administrators only
Add Drawer Adds a drawer to the cabinet Library Administrators or System administrators only
Copy Cabinet

Copies the cabinet and all drawers, folder groups, folders and documents it contains.

Library Administrators or System administrators only
Clone Cabinet Structure Copies the cabinet and all drawers, folder groups and folders it contains. Does not copy documents in the source cabinet Library Administrators or System administrators only
Delete Cabinet Deletes the cabinet and all items it contains Library Administrators or System administrators only

 


Related Links