File Cabinet Properties

Overview

SuiteFactory's "Virtual File Cabinets"  have three main properties that are used to name, determine import parameters and establish access privileges for each of its draws, hanging folders, etc. so you can securely manage all of your files, documents and Packets that are dropped or imported into them.

Note: See the details below on how to change and modify these.

Note: The View below is one of many relationship views that you can configure.  If you would like to modify this view click on the "Change View" Icon and select the options that best suite your needs.

We are now ready to enter properties for the "Hanging Folder" "Sandvik". 

Click on the "File Cabinet Properties" and the following Window will be displayed.

Properties Window

There are three sections to set in the properties window.  The Identification Window for controlling the File Cabinet Name, the Security Window for setting access "Rights" and the Import Window for setting where this "File Cabinet" looks for files to populate itself & for setting its behavior for after Automatic and Manual file Import.  See "AutoImport" for details.

Identification

This Window is used to Rename the File Cabinet.

Security

This is where you establish who has access to this particular "File Cabinet".  Be default the Group "Everyone" has access to the contents in this "File Cabinet".

In general this is not acceptable.  We need to restrict access to this "File Cabinet" so in this case we will only allow the Group "Programmer" to have access to this "File Cabinet".  We will clear "Everyone" and check "Lathe_Operators" and the Window will look as follows.

Changing Properties

Click the "Apply" button and the following Window will be displayed.

Warning Dialog Box

As you can see you are warned that if you grant access to this "File Cabinet" by the Group "Lathe_Operators" you need to give access to the Group "Lathe_Operators" all the way up the "File Cabinet" chain. 

Note: Depending on how many groups that may be effected the above form may be comprised of a number of Warning Windows.

Click "OK" to grant access to this "File Cabinet" and to all of the "Parent" "File Cabinets".

Import

Maintenance Engine Import Path

This Window is used to set the path for Automatically Importing files from an external folder into SuiteDoc's database and associating these files with the selected "File Cabinet".  When SuiteFactory's AutoImport "Maintenance Engine" runs it will automatically import and assign documents to this "File Cabinet".

Note: This is not relevant to DNC files and only applies to Documents.

Action After Completing Import

You also need to determine how you handle the source documents after importing these into SuiteDocs.  You can delete the original Source Documents or move them to a subdirectory in the Import Folder.

Note: This is not relevant to DNC files and only applies to Documents.

Show Name As Dialog When Manually Importing One File

Checking this option will bring up a dialog box and allow you to change the name of the manually imported file.