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Cabinets within the File Structure

In order for a user to see a cabinet they must be a member of the cabinet. Only members of cabinets can see and access its content. In order to manage the access to a particular cabinet, the owner of the cabinet can add and remove member access and permissions.

The menu may be accessed by either right clicking on the cabinet 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 cabinet name if accessing the document management system using the web client interface. 

Note: In order for a user to see a cabinet 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. 
  

The following actions can be taken on cabinets:

Action / Function

What the function does

Who can access the function

Open Cabinet

Expands the drawers under the cabinet

All users with access to the cabinet.

Search

Starts an advanced search with the library location set to the cabinet

All users with access to the cabinet.

Properties

Opens the properties of the cabinet.

All users with access to the cabinet.

Set Default View

Allows user to select a default view that has been created in the View Preferences.

All users with access to cabinet.

Manage Folder Groups

Allows the user to add folder groups to the cabinet.

Users with Cabinet administration or higher access. Cabinet administrators and library administrators must be owners of the cabinet.

Add Drawer  

Allows user to add a folder to the drawer.

Users with Cabinet administration or higher access. Cabinet administrators and library administrators must be owners of the cabinet.

Copy Cabinet

 

Makes a copy of the cabinet including all drawers, folder groups, folders and the documents it contains. 

Users with Library administration or higher access. Library administrators must be owners of the cabinet.

Clone Cabinet Structure

 

Makes a copy of the cabinet including all drawers, folder groups, and folder structure only. Does not copy documents.

Users with Library administration or higher access. Library administrators must be owners of the cabinet. 

Delete Cabinet  

Deletes the cabinet and all items it contains.

Users with Library administration or higher access. Library administrators must be owners of the cabinet. 

Archive Cabinet

Manually sends the contents of the cabinet to the Library Archive.

Permission setting needs to be enabled by a system administrator.

Users with Library administration or higher access. Library administrators must be owners of the cabinet. 

Export (FDA only)

Exports all documents in the cabinet.

Document publisher and higher roles. See Exporting documents in the FDA for more information.