Create a New Cabinet

Create a new cabinet

•	Select Docsvault from the tree view panel:

•	Bring up the New Cabinet dialog box by one of the following ways:

On the File menu, click on New Cabinet.

Right-click on Docsvault from the tree view panel to display the popup menu. Click on New Cabinet.

Right click at an empty region in the List view panel, below the list of Cabinets to display the popup menu.

From the popup menu click on New Cabinet.

Click on the icon on the tool bar.

For example:

Neil from the Accounting department is responsible for setting up the hierarchical structure for the Accounts department. The first thing Neil has to do is to create a cabinet called Accounts Payable and Accounts Receivable and then to give the entire Accounting Staff access to this cabinet.

•	After providing the Cabinet Name and Description, click Advance button to set cabinet profile, properties and security access.

•	Click on Advance button to expand the window. Three tabs, Profile, Security, Audit Settings and Fields become visible.

Profile: From the Profiles tab select profiles that are to be made available for folders or files stored in this cabinet. For additional information, see Profiles and Properties option.

Create New Cabinet

Security: You can add/remove users and groups and set access rights to this cabinet.

Security Settings

Audit Trial: Select the events that you want to monitor from Audit Settings tab for this cabinet. For more information, see Setting Audit Trial

Audit Settings

Fields: Select the file attributes and profile properties that you want to display in the Details view for this cabinet.

For more information, see Customizing the view list.

Fields display settings

•	Click on Save button to create a cabinet.

Note:

•	Only cabinets that you have access to will be displayed in the tree view panel.

•	Files can be stored directly under a cabinet without creating any folder.

Security:

•	Any user can create a new cabinet and can have full rights on it as the owner of the cabinet.