Set advanced options

To set the advanced options, click the Advanced button at the bottom of the main Cabinet screen. The Advanced Cabinets window with several tabs and options appears.

  • Indexes and Tabs: Enables the user to combine indexes and tabs to make cabinets compatible. You cannot move folders to a cabinet unless the cabinet is compatible, meaning the structure is similar in both cabinets.

    For cabinet compatibility, all index name and datatype combinations must match.

  • Full Text Search: Enables users to set full text search in the advanced cabinet search.

    Select a cabinet and click Edit to make changes to its enabled state, update frequency, and binary file search options.

  • Tab Order: Enables users to change the order of tabs to alphabetic. This will change how they are displayed on the user side as well as when editing in the Cabinets section of PSIsafe Desktop Management.
  • Tab Name: Enables users to edit the name of a tab without going through the cabinet configuration.

    All tabs that match the name entered are changed.

  • Index Name: Enables users to edit the name of a folder index without going through the cabinet configuration.

    All indexes that match the name entered are changed.

  • Add Tab: Enables users to add a tab to any cabinet without going through Cabinet configuration.

    A duplicate tab is not created if one already exists.

  • Index Values Snapshot: Enables users to take index values already created and save them as folder notes.
  • Update Index Pick List: Enables users to select a master pick list to be used as a reference to update other pick lists in a single process.

    Click Apply to add or delete items in destination lists based on the master pick list.

  • Set Cabinet Owner: Enables users to change the owner of a cabinet without going through the cabinet configuration.
  • Set Miscellaneous: Enables users to enable/disable a cabinet or make a cabinet Read Only. Users can also enable Document Versioning for any cabinet.
  • Copy Custom Columns: Enables users to copy custom column names to any user.

    A source user who has custom columns manually set using the desktop client is required.