Cabinet manual

7. Add Files

To add files to the Cabinet, follow these steps:

  1. From the Portal Page, click Cabinet on the Office 4 menu.

    The Cabinet window appears (Root Folder displayed).

  2. From the left Folder pane, select a folder.

    To display hierarchies of a folder: Click Expand.

    The Folder contents appear on the right.

  3. Click Add File once you have found the folder in which you want the file to appear.

    The Add File window appears.

  4. From the Path field, confirm the parent folder.

  5. From the File field, click Browse to select a file.

  6. Enter optional data as desired.

    Version Control: Allows you to restore an edited file to a previous version. Select how many versions per file to save.

    Note: The system administrator must activate version control in System Settings.

    Keyword(s): Allows you to assign searchable words to the file.

    Note: Allows you to record any comments.

    Log: Allows you to record any comments for the Renewal History, which should be updated every time the file is edited.

  7. When done, click Add.


[ Return to the Cabinet manual table of contents ]
[ Return to the manuals main table of contents ]