Error "Error assigning cabinet", "You do not have access to this document" or "This document is saved to a secure cabinet or secure client" when filing an email or document

Issue
One of the team members cannot access a document.

When filing an email or document, an error appears in their drawer such as:

• "Error assigning cabinet"
• "You do not have access to this document"
• "This document is saved to a secure cabinet or secure client"   

This may display when filing the email in Outlook, or if the email has arrived in your In Tray

Causes

This could be caused by one of the following. See below for the solution for each of these.

• Document has been filed to a cabinet that you do not have access to
• Email is part of a Thread
• Check if the Document has been Deleted
• Check if the document was in Co-edit and the Cabinet was changed
• Document has been sent to or received from a client that you do not have access to
• Document has been filed but there is no cabinet selected

Document has been filed to a cabinet that you do not have access to

The document has been filed to a cabinet that you not have access to. Access to cabinets can be controlled with the User Groups. Refer to Managing User Groups.

Solution
The FYI administrator should be able to locate the document or email in question, as they have access to all documents. An FYI administrator needs search for the document or email you cannot access and check the Cabinet in the Filing Details of the email or document.

1. If it is a single use-case:
   The document can be refiled from the restricted cabinet to another cabinet by any user with access to both cabinets (for example, an FYI administrator).
   
   If the document is in a user's In Tray, an FYI Administrator can include the Filing Status column in a Documents list to locate it. Refer to How can an FYI Administrator view the contents of all Users' In Trays?.
   
   
2. The client has a cabinet set in their filing defaults that the user does not have access to set in their filing defaults, the email is auto-filed, and the user has been included in the addressees of an email. Refer to Setting Filing Defaults for a Client.
   
   Use the solutions in the step above.
   
   

   In the interim, the available workarounds for new emails coming in are to either:

   Untick Include in autofile on the client
   or
   Change the cabinet in the clients default filing settings.

3. If this is a widespread issue:
   An FYI administrator should check and update cabinet permissions in User Groups and the Group that has been assigned to users. Refer to Managing User Groups and Managing Users.

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Email is part of a Thread

If an email is part of a thread and an earlier email in a thread was filed to a cabinet the user does not have access to, if relevant, an FYI administrator can include the user in that cabinet as above.

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Check if the Document has been Deleted

You can check if a document has been deleted through your Deleted Views. Refer to Deleting Documents and Recovering Deleted Documents and Deleting Emails and Recovering Deleted Emails.

Once resolved, to find the document inside FYI refresh the document list and check if the document is present/accessible. Refer to Refreshing a view in Document Lists.

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Check if the document was in Co-edit and the Cabinet was changed

If the document was in Co-edit and it was refiled, this can cause an issue if a Cabinet was selected that some users do not have access to. If a document is in Co-edit, it is recommended to finish Co-editing, change any filing details and then Co-edit again.

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Document has been sent to or received from a client that you do not have access to

This would be where Client Security has been enabled for that client and you have not been included in the Client Security and an email that you sent or received is from that client.

Solution
An FYI administrator, or a team member who has access to that client, needs to check this and if relevant. an FYI administrator can include you in the access. Refer to Client Security.

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Document has been filed but there is no cabinet selected

The FYI Administrator should be able to locate the document or email in question,and check this.

Solution
If this has occurred, please escalate the matter to our support team as this should not be possible.

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