Create a New Cabinet

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Create a New Cabinet

Create a new cabinet

 

Select Documents node 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.

 

 

Enter the Cabinet Name, Description and select an icon for the cabinet.

 

Document ID: You may assign your own custom IDs to documents under this cabinet. Choose from the available variables to form a set of custom string of characters or numbers that are automatically assigned as 'Document ID' to files and folders under the cabinet.

 

Restrictions: If you want your users to follow a mandatory folder structure, select a predefined folder template. Users will only be able to create specified folder structure using the folder template at the root level of the selected cabinet. You may even specify a fixed folder icon to be used.

 

Select the checkbox next to 'Display profile for the first level folders....' to view the profile of top level folder under any cabinet (1st level folders) in right information panel in addition to the sub-items own profile values.

 

 

Create New Cabinet

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 Trail

 

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.

 

note Note:

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

 

 

doc_securitySecurity:

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