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Drawer maintenance

Updating drawer status

The manner in which you assign the FileCabinet CS drawer status indicators (
Active
,
Inactive
, and
Defunct
) is determined by your firm's guidelines. When you apply different statuses to drawers, you can focus the drawers list in the
Folders
 window by status. You can also focus lists of drawers by status in dialogs that include drawer lists, such as the
Backup
 and
Copy Drawers
 dialogs.
In FileCabinet CS, all drawers are initially assigned the
Active
 status, but you can change the status of any drawer to
Inactive
 or
Defunct
. Follow these procedures to change the drawer status for individual or multiple drawers.

Updating status for individual drawers

  1. In the Folders list, select the drawer for which you want to update the status.
  2. Choose
    File
    Drawer Properties
     or select the
    Drawer Properties
     button in the toolbar.
  3. Select the new status from the
    Status
     field drop-down list.
  4. Select
    OK
    .

Updating status for multiple drawers

  1. Choose
    Help
    Repair
     and select the
    Update Drawer Status
     button in the
    Drawers
     tab.
  2. Select the status you want to assign to multiple drawers in the
    Assign status
     dropdown list.
  3. Mark the checkboxes to choose the criteria that determines which drawers will be updated with the new status.
    • Drawers without recent event history
      : If you mark this checkbox, select either the
      No activity logged in the event history since <date>
       option, or the
      Fewer than <n> activities logged in the event history since <date>
       option.
    • Drawers containing only archives
    • Drawers explicitly selected
  4. Select the
    Continue
     button.
  5. In the
    Select Drawers for Status Update
     dialog, select the drawers to which you want to apply the new status.
    note
    If you marked one or both of the first two checkboxes, FileCabinet CS will check all of your drawers to see if they meet the criteria before displaying them as available to have their status updated. If you marked the last checkbox, to explicitly select drawers, this check does not occur. Instead, all drawers are available for selection.
  6. Select the Update button.
  7. When the update process is complete, the
    Update Drawer Status Results
     dialog opens, where you can view information, such as which drawers were successfully updated. Select
    OK
     to close this dialog.
  8. Select
    Done
     to close the
    Repair
     dialog.

This article applies to:

  • PRODUCT: FileCabinet CS