Backing up drawer data
Use the following procedure to back up drawer data in FileCabinet CS.
- Choose .
- SelectDrawersfrom the field in the upper-left corner of theBackupdialog.
- Highlight the drawer that you want to back up.
- Use theSelectbutton to move the selected drawer to theDrawers to back uppane.
- Verify that theBackup locationfield displays the correct location for the backup. (To change this location, use theModify Backup Locationbutton, navigate to the appropriate location, and then selectOK.)noteIf you are running FileCabinet CS in the Virtual Office CS or SaaS environment, you can navigate to files on your local network.
- Select theBackupbutton.
note
- FileCabinet CS 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 theExclude drawers unchanged since their last backupcheckbox.
- Mark the status checkboxes (Active, Inactive, Defunct) to list drawers only with the selected status.
- Mark the"Check out" selected drawerscheckbox 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, FileCabinet CS automatically clears this checkbox.
Internal use only
You don't need to use a password to back up or restore a drawer that is password protected. The password is required only for accessing the contents of the drawer.
