User Guide » Filing Cabinet

Filing Cabinet

The FILING CABINET allows you to store , manage and covert files to a PDF file format online. Within the Fling Cabinet there are folders and in the folder you are able to store files. You can move faxes from your Fax Inbox and upload files from your computer to a folder in the Filing Cabinet. The Filing Cabinet allows you to covert files to a PDF file format.

Your filing cabinet has a storage limit that is free with all accounts. The amount of free storage is determined by the type of subscription plan that you have. You can upgrade your filing cabinet if you need additional storage with an additional purchase. If you prefer not to have an account Filing Cabinet, you can turn off the Filing Cabinet in your Account Info  Preferences section.

NOTE: incoming faxes are not stored in the Filing Cabinet rather they are stored in your Fax Inbox. The fax Inbox has unlimited storage for incoming faxes.

By default, the Filing Cabinet has 10 folders. You can delete folders, rename a folder and create new folders. There are 2 folders that you can not delete or rename. Those folders are the Email Link Files and the Digitized image Library.  The Digitize Image Library stores images such as signatures that you can apply to a document in the Fax Inbox or Filing Cabinet Folder, see Digitize Signature for more information. The Email Link Files folder stores files that you email through your account., see Sending Documents for more information.

Opening your Filing Cabinet reveals the current folder list. From the Filing Cabinet, you can:

Open A Folder

Click on the Folder name. The Document List for the folder appears. To open a folder, click on the folder name.

NOTE: the options available within a folder depends if documents are stored in the Folder. For more information about the options within a folder, see the folder section.

Rename A Folder

To rename the folder:

  1. Click in the 'Rename' column.

    The Rename folder window appears.

  2. Type a new name for the folder.
  3. Click 'OK'.

Delete A Folder

To delete folder click the button against the folder you wish to delete or:

  1. Select a folder by clicking on the check box next to the folder name.

  2. Click the folder button located at the top of the Viewer. The Confirm Delete Dialog appears.
  3. Click OK to delete the Folder. Click Cancel to terminate the delete process and keep the folder.

NOTE: the folder and all its contents will be deleted. Your account is not able to recover deleted folders and files.

Create A Folder

To create new folder you need:

  1. Click the button located at the top of the Viewer. The “New Folder” window appears.

  2. Click the 'OK' button to save. New folder appears at the list of folders.