Using the Cabinet Explorer

The Cabinet Explorer allows you to filter Documents lists to the selected Cabinet. When you select a Cabinet, you can also filter by the Categories and Category options relevant to that Cabinet.

Only one Cabinet can be selected using the Cabinet Explorer tab. To filter on more than one Cabinet, use Filters.

Accessing the Cabinet Explorer tab

The Cabinet Explorer tab is displayed on the left of the Documents list. Select the Cabinet Explorer tab to expand it. Drag the border on the right to resize the Cabinet Explorer.

Select Cabinet Explorer again to collapse the tab.

The order of Categories in the Cabinet Explorer is controlled by your Cabinet settings. The order of Category options is controlled by the order in which they are saved when managing Categories.

Selecting a Cabinet

1. Select the Cabinet Explorer tab.
2. In Select Cabinet, select the Cabinet to use as the filter. Only Cabinets you have access to are available. 
   

3. The selected Cabinet is displayed at the top of the Cabinet Explorer. Documents in that Cabinet and the Categories enabled for the Cabinet are displayed automatically.

   If the selected View is filtered by one Cabinet and any Categories, those filters are displayed automatically when you expand the Cabinet Explorer. If more than one Cabinet is selected in Filters, the Cabinets aren't displayed in the Cabinet Explorer.

4. The selected cabinet will be automatically added to the filters, replacing any existing Cabinet or Category filters already applied.

Selecting Category options

Select your required Category options in the Cabinet Explorer. You can select more than one option and combine selections from more than one Category.

The selected category options are automatically added to filters and replace any category filters selected using filters or column headings.

If the category isn't already included in the view, selecting a category option automatically adds it as a column.

Archived categories aren't displayed in the Cabinet Explorer.

Resetting Cabinet Explorer filters

Remove an individual filter

Select X next to the selected Cabinet to remove and individual Cabinet filter.

If the selected View includes Cabinet or Category filters, removing the Cabinet also removes those View filters. Re-select the View to restore its saved filters.
Categories automatically added as columns remain displayed after the Cabinet is removed.

Remove all filters

Select Reset at the bottom of the Categories to remove all filters. If the selected View includes Cabinet or Category filters, selecting Reset also removes those View filters. Re-select the View to restore its saved filters. Categories automatically added as columns remain displayed after selecting reset.