Archiving Drawers

One excellent strategy for preventing file cabinet bloat is to maintain a separate cabinet as an archive for older drawers.

Set up a new file cabinet as described Cabinet Basics and name it "Archive" (or whatever fits your needs). Assuming that you use a separate drawer for each client or matter as we recommend, you can archive old client or case files like this:

  1. Select the drawer; if there are folders or files selected, click the drawer again to close them
  2. Go to the Drawers task button > Move to Cabinet
  3. Choose your "archive" cabinet on the list of cabinets
  4. Click OK

The drawer and all of its folders and files will be relocated to the "archive" cabinet. Using this technique you can keep your working file cabinets from becoming cluttered with old files. But you still have quick access to archived drawers through the "archive" cabinet.

Attached Files
There are no attachments for this article.
Comments
There are no comments for this article. Be the first to post a comment.
Name
Email
Security Code Security Code
Related Articles RSS Feed
Disallowing Deletions
Viewed 4009 times since Mon, Oct 28, 2013
Folder Basics
Viewed 3665 times since Mon, Oct 28, 2013
Cabinet Types
Viewed 3699 times since Mon, Oct 28, 2013
Using an Inbox
Viewed 3333 times since Mon, Oct 28, 2013
Outlook Cabinets
Viewed 7348 times since Mon, Oct 28, 2013
The Cabinet Structure
Viewed 3823 times since Mon, Oct 28, 2013
Advanced Cabinets
Viewed 3882 times since Mon, Oct 28, 2013
Cabinet Basics
Viewed 3723 times since Mon, Oct 28, 2013
Drawer Basics
Viewed 4568 times since Mon, Oct 28, 2013
MENU