Filing Cabinets tab

• staff members who can add documents to this filing cabinet.

• staff members who can view documents, change details or delete documents from this filing cabinet.

Select the Filing Cabinet to be edited from the displayed list. By default the filing cabinets are listed in ascending order.

Click the downward arrow to reorder the filing cabinet list in descending order.

Edit the filing cabinet Name, if necessary.

1. Click the Main tab.
2. Click the Inactive checkbox, to make the selected filing cabinet inactive. If a filing cabinet is made inactive, it is still displayed in the Filing Cabinet list but documents cannot be saved to it.

3. (AE) Select the Allow user to select an Assignment when creating a new document checkbox to allow staff members to specify an assignment for documents in this filing cabinet. otherwise leave blank.

4. (AE) Select the Make Assignment field mandatory when creating a new document checkbox if the staff members must specify an assignment for documents in this filing cabinet, otherwise leave blank.

Edit the options on the Extra Fields tab.

1. Click the Extra Fields tab. The Extra Fields tab is displayed.

2. To add/link extra fields, click

   

   . The Select extra fields window opens. The Document Extra Lists and Document Extra Fields set up for Document Manager are listed. See To add a new document extra list and To set up a new document extra field for details.
   Select fields that a staff member is required to enter values for the profiling of documents in this filing cabinet.
   To select all the listed fields, click the first checkbox in the heading row. At least one extra field must be selected. If a field is not selected a message dialog appears stating that you must select a field. Click OK, then click OK again. The Extra Fields tab is updated with a list of all the fields that have just been added. All these Categories are now linked to the filing cabinet.

3. Select or deselect the Mandatory checkbox for a Category. This is if you want to make it compulsory for staff members to select a Value for this particular Category when they are setting up a document.

4. Select or deselect the Multi Value checkbox for a Category. This will enable staff members to select more than one value for a Category. For example, Tax and Superannuation.

5. To unlink extra fields, select the Category in the Extra Fields tab and click

   

   . The selected Category is removed from the listing on the Extra Fields tab and unlinked from the filing cabinet.

Edit the options on the Security tab.

1. Click the Security tab. The Security tab opens.

2. Select the security group under Available Security Groups and click

   

   .
   or
   To select all the security groups listed under Available Security Group, click

   

   . The selected security groups will be moved to the Filing Cabinet Security Settings table.

3. By default, each security group selected will have Read, Create, Edit, Delete and Archive rights for all documents in this filing cabinet. To remove the rights for a security group to Read, Create, Edit, Delete, or Archive, deselect the appropriate checkboxes. Click again to select the checkbox.

4. To remove individual security groups from the Filing Cabinet Security Settings table, click

   

   .
   or
   To remove all security groups from Filing Cabinet Security Settings table, click

   

   .

To proceed to the Doc View Extra Fields tab of the Document Manager Setup, click Next.
To save and close the Document Manager Setup, click Finish.

To proceed to the Doc View Extra Fields tab of the Document Manager Setup, click Next.
To save and close the Document Manager Setup click Finish.