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Document folders

Adding folders

note
This functionality may be restricted to users who know the master password.
Folders allow you to organize your documents so that you can find them more easily. You can add folders to allow you to sort documents by type, restrict documents for security purposes, facilitate archiving, or to improve the efficiency of your firm's workflow.
To create a new folder, follow these steps.
  1. Choose
    Setup
    System Configuration
     and select the
    Document Folders
     tab.
  2. Select the
    Add
     button.
  3. Enter a name for the folder.
    note
    You can use date-specific naming conventions to enhance your retrieval and storage capabilities and to make documents available for FileCabinet CS archiving and hiding features.
  4. Select the
    Enter
     button.
  5. Select
    OK
    .
note
The folder won't appear within a FileCabinet CS drawer until you add a document to the folder.

This article applies to:

  • PRODUCT: FileCabinet CS
  • Subject: Documents