Plan: Available: All plans
Users: Not Available: All users, User Group Permissions Available: FYI Admins
Practice Management Source: Available: All sources
When deleting a Cabinet, messages will be displayed if:
- There are any documents that have the Cabinet as filing details, including the client names.
Note: This does not include documents for archived clients.
- The cabinet is assigned to any Automations, Clients, Users Filing Defaults, or as the Practice Filing Defaults. Details will be displayed so you can reassign the default to a new cabinet. This does not reassign any default categories.
Refer also to:
- Setting Filing Defaults for a Client
- Setting Defaults and Filing Defaults for your Own Login - My Settings
- Managing Email AutoFile Settings and Practice Defaults.
For details of how to find any documents that are filed under the Cabinet, refiling, and how to refile them, or checking the User Groups and how to reassign the Filing Defaults when removing the Cabinet, refer to Removing a Cabinet in Managing Cabinets.
Documents will be refiled overnight to the newly selected cabinet.