Skip to main content

Solutions

Law firms

Tax, audit & accounting firms

Corporations

Governments

Products

Legal

Trade & supply

Tax, audit & accounting

Corporate tax

Risk & fraud

Books

Recommended products

Questions? We are here to help.
Contact us

Purchase

Buy solutions

Buy books

Contact sales

Questions? We are here to help.

Resources

Insights

Events

Product training

Product communities

Developers

Navigation

Sorting and focusing the Drawer list

FileCabinet CS provides several options for sorting and focusing the Drawer list to help you quickly access documents of interest.
You can access sort and focusing features for the Drawer list by using the
Sort/Focus
 button Solid green circle.
note
When focus options are set for the Drawer list, the
Sort/Focus
 button displays the green circle icon Green ring.

Sorting the Drawer list by name or by drawer ID

  1. Select the
    Sort/Focus
     button in the
    Folders
     Window.
  2. Select either the
    Drawer ID
     or
    Name
     option.
  3. Select
    OK
    .
note
By default, the Drawer list is sorted by drawer ID. To sort the Drawer list by name, you can also choose
Setup
User Preferences
Drawer List
 tab and mark the
Present drawers sorted by name
 checkbox in the
Drawer List
 tab.

Displaying drawer contents by year or folder name

  1. Select the
    Sort/Focus
     button in the
    Folders
     Window.
  2. Select either the
    Years within each folder
     or
    Folders within each year
     option.
  3. Select
    OK
    .
note
By default, drawer contents are displayed in the
Folders
 window as years within each folder. To show drawer contents as folders within years, you can also choose
Setup
User Preferences
 and go to the
Drawer List
 tab and mark the
Display drawer contents as folders within each year
 checkbox in the
Drawer List
 tab.

Focusing the Drawer list by drawer status or specific folders

  1. Select the
    Sort/Focus
     button in the
    Folders
     Window.
  2. Mark the
    Focus drawer list
     checkbox.
  3. When this checkbox is marked, you can mark or clear any of the checkboxes in the
    Focus drawer list
     section to focus the Drawer list based upon drawer statuses, OCR data retrieval status (if licensed for source-document processing), or included folders.

Hiding drawer names

  1. Select the
    Sort/Focus
     button in the
    Folders
     Window.
  2. Select the
    Drawer ID
     option.
  3. Mark the
    Hide drawer names
     checkbox.
  4. Select
    OK
    .
note
By default, the drawer names are listed in the Drawer list.

This article applies to:

  • Product: FileCabinet CS