New article
Recently updated
Using the Intranet filing cabinet
Who is this article for?Administrators who want to learn to use the filing cabinet.
Administrator permissions are required.
The Lucidity Intranet Filing Cabinet is a robust document management system designed to organise, store, and retrieve your organisation's digital files with ease. This intuitive feature allows users to create a structured hierarchy of folders, upload various file types, and implement version control, ensuring that all team members have access to the most up-to-date documents while maintaining a clear and efficient filing system.
1. Filing cabinet
Video: Filing Cabinet Overview
The Filling Cabinet provides a flexible record keeping system with enhanced access controls. Documents can be added and viewed offsite and can be site or project specific.
2. Filing cabinet basics
-
The Filing Cabinet is made up of a directory of folders and files - in a very similar way to a folder. directory on a computer or network drive but with enhanced access controls.
-
Sub-folders can be created to better manage documents.
-
Folders can be scoped to restrict access to particular groups of end-users.
-
The Filing Cabinet generally comprises of two top level folders - the Document Vault and the Filing Cabinet.
-
The Document Vault is usually reserved for documents which are part of the Management System and are typically not edited or changed regularly. Generally, only system admins will have access to the Document Vault. It is recommended all company documents, especially those linked to news items or the Management System are saved here so administrators retain complete control over them. It is also advisable to have the folder structure match the layout of the management system for easy location of files.
-
The Filing Cabinet can be used for all end-users for general document storage, such as project or site-specific documents, as a shared work space (similar to One Drive, Google Drive or Dropbox) or for documents needing to be accessed offsite.
-