How do I set up a drawer?

Drawers

In this Topic

How do I set up a drawer?
1. Watch a video
1. Adding a drawer
1. Searching a drawer

Watch a video

Learn how to set up a drawer in a cabinet (1m26s).
Watch how to search a drawer (1m22s)

Updated 26Apr2018

Adding a drawer

1. Open Connect Document Management.

2. Select a cabinet from the navigation pane.

Navigation pane

3. Click New Drawer.

New Drawer button

The New Drawer form displays. This image displays the fields that are linked to the Caselle - Utility Management - Customer profile. The New Drawer form that displays on your screen may be linked to a different profile and you may see different fields on your form.

New Drawer

4. Set up the New Drawer properties.

The only required field is Name. You must assign a name to the new drawer. The fields that display on the form are linked to the profile. If you'd rather not assign a profile, change the Profile to None.

5. When you're done, click Save.

The new drawer is added to the cabinet. You can see it in the navigation pane.

Updated 26Apr2018

Searching a drawer

To search a drawer, click on it to select it and then enter the search value in the search bar. Watch how to search a drawer (1m22s),

Search bar

You can also use this search bar to search the search results.

Search results and search bar

Updated 26Apr2018