File Cabinets

The Document Management tool uses a File Cabinet repository to catalog and index Request-related documents. The File Cabinet is broken down into four levels, as detailed in the table below:

Level	Description
File Cabinet Drawer	Drawers are the top-level category within the file cabinet, under which related folders are grouped.
Folder	Folders are sub-categories within File Cabinet Drawers. This is the second-level grouping under Drawers, and groups related sections. Pages can also be added directly to folders without using sections.
Section	Sections are further sub-categories within Folders, and are optional. Sections are populated with related pages.
Page	Pages contain actual document content. Page file types include native and redactable images

Document Management Features by File Cabinet Level

The table below shows specific Document Management features and the File Cabinet levels in which each feature is available:

Feature	File Cabinet Drawer	Folder	Section	Page
Create Folder	Yes	No	No	No
Create Section	No	Yes	No	No
Refresh	Yes	Yes	Yes	Yes
Save to Disk	Yes	Yes	Yes	Yes
Save as ADX	Yes	Yes	No	No
Delete	No	Yes	Yes	Yes
Print	Yes	Yes	Yes	Yes
Review Layers / Unload Review Layers	No	Yes	No	No
Save Review Layer	No	Yes	No	Yes
Redact in Full	No	Yes	Yes	Yes
Add Folder(s) to… Request Folder	Yes	Yes	No	No
Add Folder(s) to… Review Log	Yes	Yes	No	No
Add Folder(s) to… Reading Room	No	Yes	No	No
Send/Save for Consultation Review	Yes	Yes	No	No
Add Pages	No	Yes	Yes	No
Scan Pages	No	Yes	Yes	Yes
Scan Pages > Rescan	No	No	No	Yes
Insert Pages	No	No	No	Yes
Insert Pages > Replace	No	No	No	Yes
Move	No	Yes	No	No
Copy	No	Yes	No	No
Delete Section	No	Yes	Yes	No
Delete Page	No	Yes	Yes	Yes
Move Up	No	No	Yes	Yes
Move Down	No	No	Yes	Yes
Image Operations	No	No	Yes	Yes
Set OCR Priority	No	Yes	Yes	No
Active OCR Jobs	No	No	No	No
EDR Review Notes Log	No	Yes	Yes	No
Annotations	No	No	No	Yes
Modify Folder Details	No	Yes	Yes	Yes
Modify Section Details	No	No	Yes	Yes
Print Barcode	No	Yes	Yes	No
Document History Report	No	Yes	No	No
Save Review as Template	No	No	No	Yes
Apply Review Template	No	Yes	Yes	Yes
Lock/Unlock Review Layer	No	Yes	No	No
Page View	No	No	No	Yes
Find and Redact	No	Yes	Yes	Yes
Find and Redact > Advanced	No	Yes	Yes	Yes

Note: You cannot delete a file cabinet drawer from the Document Management screen. To delete a section or a file cabinet drawer, go to Administration > Document Management > File Cabinet Drawers, highlight the row of the File Cabinet Drawer or Section you want to delete, and then click Delete. However, you cannot delete folders and sections that contain documents.