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Create a New Cabinet |
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Create a New Cabinet |
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Create a New Cabinet
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Create a New Cabinet |
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Create a New Cabinet |
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Create a new cabinet
•Select Docsvault from the tree view panel:
•Bring up the New Cabinet wizard dialog box by one of the following ways:
On the File menu, click on New Cabinet Or
Right-click on Docsvault from the tree view panel to display the popup menu. Click on New Cabinet Or
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 Or
Click on the New icon on the tool bar.
For example: Neil from the Legal department is responsible for setting up the hierarchical structure for the Legal department. The first thing Neil has to do is to create a cabinet called Legal and then to give the entire Legal Staff access to this cabinet.
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•After providing the Cabinet Name, Description and selecting Icon, click Next button to set cabinet properties.
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Create New Cabinet |
•Clicking on Next button will allow you to set cabinet properties such as Profile/Indexes, Security, Audit Settings, Columns to display, Email Alerts and Sections.
Assigning cabinet properties
Profile: In Profiles tab, select Profiles that are to be made available for folders or files stored in this cabinet or select from the predefine Profile Template.
To assign Profile using Template option
This option allows the use of preset Profile Template.
•Selecting this option will popup box with preset Profile Template to choose from.
•Select the template.
•All the defined profile will be selected with the default profile as set in the selected template.
By default, Profile and Security properties set for the cabinet will be inherited by its child folders and files.
Security: You can add/remove users and groups and set access rights to this cabinet. Preset Security template allows the use of preset permission. It can also be used as a starting point for creating custom Security Template. You can further customize the security rights from the Cabinet Properties dialog box.
Audit: Select the events that you want to monitor from Audit Settings tab for this cabinet. For more information, see Setting Audit Trial
Columns: Select the file attributes and profile indexes that you want to display in the Details view for this cabinet. For more information, see Customizing Columns.
Alerts: Select the events on which you want the system to notify the creator of the alert when action is due on the document. The User will receive an email when the alert is triggered.
Sections: Create a virtual tabs to further classify contents of a cabinet or sub folders. For more information, see Creating Folder Sections.
•Click on Finish button to create a cabinet.
•Files can be stored directly under a cabinet without creating any folder.
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•Only cabinets that you have access to will be displayed in the tree view panel.
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