› File structure › Add or edit Cabinets

Add or edit Cabinets

Cabinets are built into repositories. You can add as many cabinets as necessary to a single repository. Cabinets contain folders and each cabinet has a defined set of data for each folder called Folder Indexes. In addition to the Folder Indexes, a set of document Tabs are created and displayed in each folder. These are used to categorize documents, making them easier to sort and find. For example, an insurance agency could have "Correspondence, Policy, Claim and Miscellaneous" tabs. These Tabs are all customizable and can be matched to suit the storage and metadata needs of your business.

To add a new Cabinet:

  1. Go to PSIsafe Desktop Management > File structure > Cabinets.
  2. Click Add.
    The Pick Cabinet Structure list appears. You have the option to choose the standard structure or select a template that defines your basic structure accordingly. Additionally, if applicable, your cabinet structure can be imported from a CSV file.
  3. Select the appropriate structure and click OK.

    The Details screen opens.

  4. Set Details.
  5. Click Next to proceed to the next step.

    The Index screen opens.

  6. Add folder indexes.
  7. Click Next to proceed to the next step.

    The Tabs screen opens.

  8. Define tabs.
  9. Click Next to proceed to the next step.

    The Summary screen opens.

  10. Review the summary of the cabinet definition.

    • Click Previous to go back and make changes.
    • Click Finish to save the cabinet definition.

    • Click Cancel to exit without saving.

  11. Set the Advanced options if necessary.