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The Filling Cabinet module is a flexible record keeping system with enhanced access controls. Documents can be added and viewed offsite and can be site or project specific. |
Filing Cabinet
The ‘Filing Cabinet’ is a flexible record keeping system, similar in operation to a regular network or computer drive, but with enhanced access controls.
The folders you see when you log in will depend upon your permissions. Administrators determine which folders each user can view.
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There may be a delay while your file uploads (depending upon file size).
Once uploaded your .zip file will be extracted and the files placed individually into the selected folder.
Add Tags to a File
Tags can be added to a file when uploading as a single file, or after the file has been uploaded as part of a multiple file upload.
This enables the user to search for words contained in the document that are not in the document name.
To add a tag to a single file, click 'Add File' and the following screen will display:
Once you have selected the file to upload, type the relevant tags in the Tags section.
Click 'Upload' to save.
To add a tag to a file that is already uploaded, select the file and click 'Edit'. The following screen will display:
Type the relevant Tags and click 'Upload'.
Search for a File
The search function allows for searches to be undertaken for the file name or any tags that have been added to the file.
To search in the filing cabinet type in the 'Search' section and press enter.
Download a File
Select the file you wish to download.
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