Cabinet File Maintenance

This screen is used during the initial setup of electronic filing and allows you to change which users have access to which documents. It is recommended that only the software administrator be allowed access to this screen.

Cabinets make up the top level of organization for storing document images. The software comes with standard cabinets, or you can set up your own cabinets.

Considerations When Creating Cabinets:

  • All cabinets and drawers are company-specific.

  • Operator security is available at the cabinet and drawer level. If you do not need to keep documents in separate cabinets for security reasons, then the fewer cabinets you have the easier it will be to find documents. For example, you could just have one cabinet called OTHER and then organize the documents using drawers and folders.

  • If you wish to store different types of documents that relate to one of the pre-defined cabinets, you can do this by adding your own drawers within these cabinets. This way, your documents will be validated using the current Spectrum database (for example, current vendor codes or customer codes). If you do not want this type of validation, add a new cabinet.