Adding folders

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Note: This functionality may be restricted to users who know the master password.

Folders allow you to organize your documents so that you can find them more easily. You can add folders to allow you to sort documents by type, restrict documents for security purposes, facilitate archiving, or to improve the efficiency of your firm's workflow.

To create a new folder, follow these steps.

  1. Choose Setup > System Configuration and click the Document Folders tab.
  2. Click the Add button.
  3. Enter a name for the folder.

    Note: You can use date-specific naming conventions to enhance your retrieval and storage capabilities and to make documents available for FileCabinet CS archiving and hiding features.

  4. Click the Enter button.
  5. Click OK.

Note: The folder won't appear within a FileCabinet CS drawer until you add a document to the folder.

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