Cabinets within the File Structure
In order for a user to see a cabinet they must be a member of the cabinet. Only members of cabinets can see and access its content. In order to manage the access to a particular cabinet, the owner of the cabinet can add and remove member access and permissions.
The menu may be accessed by either right-clicking on the cabinet name if accessing FileHold using the desktop document management software application (FDA) or by left-clicking on the down arrow that appears when the cursor rests on the cabinet name if accessing the document management system using the web client interface.
In order for a user to see a cabinet they must be a member of the cabinet. The availability of actions is dependent on the rights that users have to the system.
The following actions can be taken on cabinets:
| Action / Function | What the function does | Who can access the function |
|---|---|---|
| Open Cabinet | Expands the drawers under the cabinet | All users with access to the cabinet. |
| Search | Starts an advanced search with the library location set to the cabinet | All users with access to the cabinet. |
| Properties | Opens the properties of the cabinet. | All users with access to the cabinet. |
| Set Default View | Allows user to select a default view that has been created in the View Preferences. | All users with access to cabinet. |
| Manage Folder Groups | Allows the user to add folder groups to the cabinet. | Users with Cabinet administration or higher access. Cabinet administrators and library administrators must be owners of the cabinet. |
| Add Drawer | Allows user to add a folder to the drawer. | Users with Cabinet administration or higher access. Cabinet administrators and library administrators must be owners of the cabinet. |
Copy Cabinet
| Makes a copy of the cabinet including all drawers, folder groups, folders and the documents it contains. | Users with Library administration or higher access. Library administrators must be owners of the cabinet. |
Clone Cabinet Structure
| Makes a copy of the cabinet including all drawers, folder groups, and folder structure only. Does not copy documents. | Users with Library administration or higher access. Library administrators must be owners of the cabinet. |
| Delete Cabinet | Deletes the cabinet and all items it contains. | Users with Library administration or higher access. Library administrators must be owners of the cabinet. |
| Archive Cabinet | Manually sends the contents of the cabinet to the Library Archive. Permission setting needs to be enabled by a system administrator. | Users with Library administration or higher access. Library administrators must be owners of the cabinet. |
| Export (FDA only) | Exports all documents in the cabinet. | Document publisher and higher roles. See Exporting documents in the FDA for more information. |