Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
You can set up Cabinets that will be included as additional tabs in the Knowledge Cabinets. These can be used for internal documents, such as policies and procedures or internal administration documents, where the document does not need to be filed against a client.
Knowledge Cabinets
To be included in the Knowledge section:
- A Cabinet must have the Enable Knowledge set as "On". Refer to Managing Cabinets.
- The user must be assigned to a User Group that has access to one of these Cabinets. The user will then see the additional tab in Knowledge and have access to the documents within the cabinet.
Knowledge Cabinets can be set up with restricted access if required. Refer to Managing User Groups.
Each Knowledge Cabinet tab displays the documents filed to that Cabinet. Users can see a Knowledge Cabinet tab when they belong to a User Group that has access to that Cabinet. The tab displays the documents filed to the Knowledge Cabinet.
To add, edit, or delete documents in a Knowledge Cabinet, users must be an FYI Admin or belong to a User Group with Knowledge permissions enabled.
If Knowledge permissions are not enabled for the User Group, users can view the documents they have access to, but the only available action is Export.
Using the Knowledge Cabinets Lists
The Knowledge Cabinets Lists are used in the same way as Documents Lists, for example, filtering and sorting.
You can create new documents in a Knowledge Cabinet by clicking the + button in the menu bar or by using Drag and Drop.
As knowledge documents are generally not associated with a client, when you add a document to a Knowledge Cabinet, the client field can remain as "No client selected".
Functions not available for Knowledge Cabinet Documents
Because a document in a Knowledge Cabinet does not require a client to be selected, client-related functions in the toolbar or right-click pop-up toolbar menu are not available.
The following functions are not displayed for documents in a Knowledge Cabinet:
- Share
- Delivery
- Bulk update