Document Management Software
  • Home
  • PinPoint
    • PinPoint Document Management
    • ARIE
    • Contact Management
    • Single Sign-On
    • Document Management Compliance
  • Solutions
    • Industries
    • Cloud Based Document Management
    • Self Hosted Document Management
    • Channel Partners
  • Pricing
  • About Us
  • Blog
  • Customer Portal
Free Trial
Save this page as a PDF

Managing Sub-Dividers

Sub-Dividers are used to organize the doc types within a folder.

At least one sub-divider is required per cabinet, so if you do not need multiple sub-dividers for the folders within a cabinet, you can name the sub-divider, DEFAULT.

Add Sub-Divider

  1. Go to the Manage Cabinets page.
  2. Under the Actions column, click the Sub-Dividers button next to the cabinet you want to add a sub-divider to.
  3. Enter the Sub-Divider Name.

    • If you want to assign the sub-divider to a 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 so it is auto selected on all Filing and Locating screens, select the checkmark under the Default column.

Edit Sub-Divider

  1. Under the Actions column, click the Sub-Dividers button next to the cabinet the sub-divider belongs to.
  2. Click the Sub-Divider Name, then edit the Sub-Divider as needed.
  3. 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. Under the Actions column, click the Sub-Dividers Icon next to the cabinet the sub-divider belongs to.
  2. Click the Delete Icon next to the sub-divider.

Table of Contents

Structure
  • Managing Cabinets
  • Managing Folders
  • Managing Subdividers
  • Managing Document Types
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
  • Gallery View
  • Content Search
  • Folder Details
  • Reports
  • PDF Forms
  • HTML Forms
  • Merging Pages to Existing Documents
  • Managing Onboards
  • Document Retention
  • ARIE Requests
  • Variable Naming
  • Document Tags
  • Mail Merge Letters
  • Held Documents
  • My Shared Documents
  • Managing Shared Documents
  • MS Add-Ins
  • FX Functions
Workflow
  • Completing a Workflow
  • Managing Workflow
  • My Workflows
  • My Onboards
  • Supervisor Workflow
ARIE
  • Summary
  • ARIE Native
  • ARIE Multiple
  • ARIE Single
  • ARIE Direct
  • ARIE Named
  • ARIE Batch
  • SmartScan
  • Folder Load
  • ARIE Settings (Self-Host Only)
  • Templates (Zonal Capture)
  • ARIE Queue
Misc. Administrative Items
  • Company Branding
  • Setup for Cabinet/Document Types
  • Slider Broadcast
  • Email Templates
  • SMTP Settings
  • Document/Folder Recovery
  • Administrative Logs
Dashboards
  • User Dashboards
  • Admin Dashboard
Contact Management
  • Accounts
  • Contacts
  • Campaigns
  • Opportunities
  • Reminders
  • Appointments
  • Email Templates
  • CM Documents
LMS
  • Manage Courses
  • My Courses
Desktop Application
  • Using the Desktop Application

PinPoint DMS

Industries

Pricing

About Us

Contact Us: sales@lsspdms.com

Privacy Policy

Cloud Based 

Self Hosted

Channel Partners

Customer Portal