Drawer maintenance

Backing up drawer data

Use the following procedure to back up drawer data in Digita FileCabinet.
  1. Choose File > Backup.
  2. Select Drawers from the field in the upper-left corner of the Backup dialog.
  3. Highlight the drawer that you want to back up.
  4. Select the Select button to move the selected drawer to the Drawers to back up pane.
  5. Verify that the
    Backup location
     field displays the correct location for the backup. (To change this location, click the Modify Backup Location button, navigate to the appropriate location, and then click OK.)
    note
    If you are running Digita FileCabinet in the Digita Virtual Office environment, you can navigate to files on your local network.
  6. Select the Backup button.
note
  • Digita FileCabinet does not back up archived documents during this procedure.
  • If the drawer to be backed up is not listed, it may not have changed since its last backup. To include the drawer in the list, clear the
    Exclude drawers unchanged since their last backup
     checkbox.
  • Mark the status checkboxes (Active, Inactive, Defunct) to list drawers only with the selected status.
  • Mark the
    "Check out" selected drawers
     checkbox to secure the drawers from issues that can result when multiple users attempt to access and update the client's data at the same time. Before a staff member attempts to open a checked-out client drawer, the application displays a message that indicates the drawer is currrently checked out. If the checked out drawer is opened, Digita FileCabinet automatically clears this checkbox.

This article applies to:

  • Product: digita-filecabinet