An FYI administrator can delete a Cabinet. Refer to Removing a Cabinet in Managing Cabinets.
- When you click Remove, if there are any documents that have the Cabinet as filing details, a message is displayed with the number of documents.
- If you are removing a Cabinet that is already assigned to any clients or users as the Default Filing, these are displayed so you can reassign the default to a new cabinet. You are given the option to reassign the default to a new cabinet. This does not reassign any default categories. Refer also to Setting Filing Defaults for a Client and Setting Defaults and AutoFile Defaults for your Own Login - My Settings.
For details of how to find any documents that are filed under the Cabinet and how to refile them, checking the User Groups and how to reassign the Default Filing Cabinet when removing the Cabinet, refer to Removing a Cabinet in Managing Cabinets.
Comments
0 comments
Article is closed for comments.