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To search in the filing cabinet type the key word/s you wish to search on in the 'Search' section and press enter.
All documents containing the key word/s either in the document name or set as a Tag will be displayed.
Download a File
Select the file you wish to download.
Click ‘Open’ 
Your file will download or open automatically using the appropriate application (depending upon your computer settings and the file type).
Copy a File / Folder
You can create a copy of an existing file or folder in another location in the Filing Cabinet.
Select the file or folder you wish to copy and click 'Copy' 
Select the folder you wish to copy the file or folder to.
Click 'Copy' and a copy will be created in the selected destination.
Move a File / Folder
You can move a file or folder from one section of the Filing Cabinet to another.
Select the file or folder you wish to move and click 'Move' 
Select the folder you wish to move the file or folder to.
Click 'Move' and the file or folder will be moved to the selected destination.
Edit a File / Folder
The name of the file or folder can be edited using the 'Edit' function.
To edit a file or folder, select the file or folder and click 'Edit' 
Edit the name of the file or folder and click 'Upload' to save changes.
Review a File
Files can be set with a review date which enables email notification to one or more notifiees when the review is due.
Review dates can be set with an actual date, or monthly, yearly etc.
To set a review date select the file you wish to review and click 'Review' 
To set the review date either select the drop down box 'By Month', or the 'By Date' function to enable you to choose a date.
Once the date has been selected you can choose to make the review recurring.
The example above shows a file that is set to be reviewed in 12 months with the review to recur every year.
To set the person/s who will be notified of the review, click 'List Notifiees' 
Once you have selected the people to be notified click 'Save' to save the review.
The file set for review will show as follows:
When the file is due for review, the nominated person/s will receive an email with a link to the file.
To remove a review select the file and click 'Review'
Click 'Remove Review' 
and the review will be removed.
Maximum File Size
The maximum file size that can be uploaded to the Filing Cabinet is set by Administrators.
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