Adding Files To The File Cabinet

Users with access to the File Cabinet application can add files from their project briefcase(s) to the File Cabinet. It is important to note that if a file workflow is required, the file cannot be added to the File Cabinet until the workflow is completed. To add a file to the File Cabinet, the user must:

  1. Navigate to "Applications -> Briefcase."
  2. Expand the appropriate project folder.
  3. Navigate to the file you want to add to the File Cabinet or click the "Search" link in the left navigation bar and search for your file to be added.
  4. Click the file name in the file list.
  5. Click the "Actions" button and select "Add to File Cabinet"
  6. An "Add File to File Cabinet" window will open. Enter any required and/or optional attributes for the file. These attributes will be specified by your company in the TDAdmin tool.
  7. Click the "Save and Close" button. Your file will now show up in the File Cabinet module. The file will be displayed in the "My Most Recent Files Submitted" table of the File Cabinet module desktop. It will also appear in the file list when you search the File Cabinet.
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Article ID: 3555
Mon 2/2/15 3:37 PM
Fri 12/6/19 3:15 PM