Chapter 3. Maintaining filing cabinets
The documents are stored in folders and sub-folders which, in turn, are stored in drawers within filing cabinets. You are able to create new filing cabinets as required. You can add new drawers, folders and sub-folders to filing cabinets.
Filing cabinets, drawers and folders displayed in blue are reserved. This means that you cannot edit them if Practice Manager – Security is installed and enabled. If you are logged in as
Administrator, you are able to delete all cabinets, drawers, folders and sub-folders, including those that are reserved.
Adding cabinets, drawers, folders and sub-folders
To add a new filing cabinet
1. If necessary click the tab to list the cabinets in the folder view pane.
2. On the "Document Manager" window, under Filing Cabinets, highlight an object and do any of the following:
Press your Insert key.
On the toolbar, click the New
From the File menu, click New
button.
Alternatively, you can right-click on any object and click New from the menu that appears.
The "New" window will open if you highlighted an unreserved cabinet. If you highlighted a reserved (pink or blue) cabinet, the "New Cabinet" window will open directly.
3. On the "New" window, under Type, select Cabinet and click OK.
The "New Cabinet" window will open.
Figure 15: The "New Cabinet" window
4. In the "New Cabinet" window, enter the name and a description of the new filing cabinet.
5. Click Save to create the new filing cabinet, or Cancel to cancel it.
The Document Manager will add the new filing cabinet to the Filing Cabinets pane, and position it so that the filing cabinets are displayed in alphabetical order.
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Chapter 3. Maintaining filing cabinets Document Manager 2015
To add a new drawer
You can add drawers to user-created filing cabinets, but you are not allowed to add drawers to the following reserved cabinets:
Clients
Prospective Clients
Firms
Users
1. If necessary, click the tab to list the cabinets in the folder view pane.
2. On the "Document Manager" window, under
Filing Cabinets, highlight the filing cabinet or another drawer in the filing cabinet to which you want to add a drawer and do any of the following:
Press Insert.
On the toolbar, click the New
From the File menu, click New
button.
Alternatively, you can right-click on the filing cabinet or another drawer in the filing cabinet to which you want to add a drawer, and click New on the menu that appears.
Note: It is not possible to add drawers to a reserved filing cabinet.
3. On the "New" window, under
Type, select Drawer, and click OK.
The "New Drawer" window will open.
Figure 16: The "New Drawer" window
4. In the "New Drawer" window, enter the name and a description of the new drawer.
5. Click
Save to create the new drawer, or Cancel to cancel it.
The Document Manager will add the new drawer to the filing cabinet, and position it in alphabetical order.
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Document Manager 2015 Adding cabinets, drawers, folders and sub-folders
To add a new folder
You can add folders to any drawer, including those that are reserved.
1. If necessary, click the tab to list the cabinets in the folder view pane.
2. On the "Document Manager" window, under Filing Cabinets, highlight the drawer or another folder in the drawer to which you want to add the folder and do one of the following:
Press Insert.
On the toolbar, click the New
From the File menu, click New.
button.
Alternatively you can right-click on the drawer or another folder in the drawer to which you want to add the folder, and click New on the menu that appears.
3. On the "New" window, under Type, select Folder, and click OK.
The "New Folder" window will open.
Figure 17: The "New Folder" window
4. In the "New Folder" window, enter the name and a description of the new folder.
5. Click Save to create the new folder, or Cancel to cancel it.
The Document Manager will add the new folder to the drawer, and position it in alphabetical order.
To add a new sub-folder
You can add sub-folders to any folder, including those that are reserved.
1. If necessary, click the tab to list the cabinets in the folder view pane.
2. On the "Document Manager" window, under Filing Cabinets, highlight the folder or another sub-folder in the folder to which you want to add the sub-folder and do any of the following:
Press Insert.
On the toolbar, click the New
From the File menu, click New.
button.
Alternatively you can right-click on the folder or another sub-folder in the folder to which you want to add the sub-folder, and click New on the menu that appears.
3. On the "New" window, under Type, select SubFolder, and click OK.
The "New SubFolder" window will open.
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