Backing up drawer data

Alerts and notices

Use the following procedure to back up drawer data in FileCabinet CS.

  1. Choose File > Backup.
  2. Select Drawers from the field in the upper-left corner of the Backup dialog.
  3. Highlight the drawer that you want to back up.
  4. Click the Select button to move the selected drawer to the Drawers to back up pane.
  5. Verify that the Backup location field displays the correct location for the backup. (To change this location, click the Modify Backup Location button, navigate to the appropriate location, and then click OK.)

    Note: If you are running FileCabinet CS in the Virtual Office CS or SaaS environment, you can navigate to files on your local network.

  6. Click the Backup button.

Notes

  • 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 the Exclude drawers unchanged since their last backup checkbox.
  • Mark the status checkboxes (Active, Inactive, Defunct) to list drawers only with the selected status.
  • Mark the "Check out" selected drawers checkbox 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 notes


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.

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