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Drawer maintenance

Drawer Properties dialog [File menu]

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This dialog shows the drawer ID; allows you to change the drawer name, EIN/SSN, and current status; and allows you to add or edit the email address that populates the
To
 field when sending documents from the drawer to email via the
Send to Email Recipient
 dialog. In this dialog, you can also add or edit drawer families and access statistics for the selected drawer.
To open this dialog, choose
File
Drawer Properties
.

Fields & buttons

Drawer ID
Shows the ID for the selected drawer.
note
You cannot change the ID in this field. To change a drawer ID, choose
File
Rename Drawer
, select the drawer to rename, select the
Rename
 button, enter the new ID, and select
OK
.
Drawer name
Shows the name of the selected drawer. To change the name of this drawer, enter the new name in this field and select
OK
.
EIN/SSN
Enter the EIN or SSN for the drawer and select
OK
.
note
Be sure to enter the EIN/SSN with the proper formatting.
Drawer email
Enter a default email address to populate the
To
 field when sending documents from the drawer to email via the
Send to Email Recipient
 dialog.
note
You can also enter a default email address for the current drawer in the
Client Communications
 dialog.
Status
Select a status for the current drawer from this drop-down list. Drawers are initially assigned an
Active
 status by default.
note
To assign statuses to multiple drawers at once, choose
Help
Repair
 and select the
Update Drawer Status
 button.
Designate this drawer as a contributor to NetClient CS
This checkbox is available only if you are licensed for NetFirm CS (any module). Mark this checkbox to include selected documents from the current drawer in transmissions to NetStaff CS or NetClient CS.
Restrict Access button
Use this button to open the
Restrict Access
 dialog, where you can enter a unique password for the selected drawer.
Select Family button
Use this button to open the
Select Drawer Families
 dialog, where you can group the current drawer with other drawers to form one or more drawer families.
Stats button
Use this button to open the
Drawer Stats
 dialog for viewing detailed information about the current drawer.

This article applies to:

  • PRODUCT: FileCabinet CS