Create a New Cabinet

Create a new cabinet

•	Select Docsvault from the tree view panel:

•	Bring up the New Cabinet wizard dialog box using 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.

•	After providing the Cabinet Name, Description and selecting Icon, click Next button to set cabinet properties.

Create New Cabinet

•	Clicking on Next button will allow you to set cabinet properties such as Profile/Indexes, Audit Settings, Columns to display, 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 properties set for the cabinet will be inherited by its child folders and files.

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.

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:

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