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Managing Sub-Dividers

Sub-Dividers are used to “divide” the documents you have within a folder. Only one sub-divider is required for each cabinet.

Add Sub-Divider

  1. From the menu, click Admin, then click Cabinets under the Fileroom Management column, or click the Cabinets button below the admin menu.
  2. Under the Actions column, click the Sub-Dividers button next to the cabinet.
  3. Enter the Sub-Divider Name.
    • If you want to assign the sub-divider to one folder exclusively, select the Folder you want to assign the sub-divider to.
  4. Click the Save button when finished
    • If you want to assign the sub-divider as the Default for the cabinet, click Set as Default.

Edit Sub-Divider

  1. Click the Sub-Divider Name, then edit the Sub-Divider as needed.
  2. Click the Save button when finished.

Delete Sub-Divider

Please note, you can only delete a sub-divider if it is empty and there are no recoverable documents for the sub-divider.

  1. Click the Delete button next to the sub-divider.

Table of Contents

To view or download the entire manual as a PDF, click here.

Structure
  • Managing Cabinets
  • Managing Folders
  • Managing Subdividers
  • Managing Document Types
  • Adding a Folder
  • Changing Folder Information
  • Deleting a Folder
  • Recovering a Folder
Security
  • Setting Up Your Profile
  • Enabling PDF Tools
  • Managing Users
  • Managing Groups
  • Group Permissions
Filing Documents

    • Filing a Single Document
    • Filing Multiple Documents
    • ARIE Functions

Document Handling
  • Content Search
  • Folder Details
  • FX Functions
  • Creating Stamps
  • Merge Pages to Existing Document
  • Running a Mail Merge
  • Mail Merge Templates
  • Managing Forms
  • Managing Tags
  • Variable Naming
  • Document Retention
  • Recover Documents and Folders
Workflow
  • Completing a Workflow
  • Managing Workflow
  • Managing Multiple Workflows
  • Reassign Workflow
  • Managing Notes & Reminders
  • Supervisor Workflow Management
ARIE
  • Summary
  • ARIE Native
  • ARIE Multiple
  • ARIE Single
  • ARIE Direct
  • ARIE Named
  • ARIE Batch
  • Folder Load
  • ARIE Settings (Self-Host Only)
  • Templates (Zonal Capture)
  • ARIE Queue
Misc. Administrative Items
  • Using Setup for Cabinet/Document Types
  • Managing Departments
  • Managing Languages
  • Broadcasting a Message
  • Company Branding
  • SMTP Settings
  • Administrative Logs
Dashboard
  • Regular Dashboard
  • Express Dashboard

PinPoint Features

Pricing

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