A cabinet is a multi-item, linked storage container. Cabinets provide a user a way to group related documents existing in LawMaster, for example file notes, personnel files, library material, reports, deeds, and Emails. You can also create a cabinet related to a particular matter.
Cabinets may be viewed from the Cabinets icon on the Lawyer’s toolbar, as well as from the Matter toolbar where a Cabinet can be allocated to a matter.
A video outlining this process is embedded at the end of this article
- The user may only view Cabinets and Cabinet Items that have the same Security Class as that defined in their User Security settings.
- Folio attachments in a Cabinet are not primarily associated with the cabinet, they will maintain their original association (matter, entity, etc.), while being “linked” to the cabinet. If a folio containing multiple attachments is added to a cabinet, all of the attachments in the folio will be added to the cabinet.
Cabinets Screen, Grid Items and Context Menus
Cabinets may be viewed via the following Search By methods:
- Matter – Matter Number that the Cabinet has been allocated to.
- Id – Cabinet identification allocated by LawMaster at the time of creation.
- Name – User defined name for Cabinet.
- Created by User (default view).
The Cabinet toolbar is located at the top of the Cabinet screen.
This toolbar contains the usual grid toolbar icons that include:
- Load Layout - Will load a saved layout.
- Save Grid Layout - Allows saving the current grid layout for loading at later use.
- Restore to Default – Will restore the default system grid view. Print – Will print the grid as displayed, including groupings.
- Max. Records – Maximum number of records that the grid is currently displaying. You can change this number as required to load more records in the current grid.
Note: You will need to hit the refresh button after altering the maximum records number. - No. of hits - Number of hits in the grid and the maximum number of records being displayed.
Add: Adding a new Cabinet record.
Modify: Modify the existing cabinet.
Delete: Deletes a cabinet record upon confirmation.
Copy: Allows you to copy a cabinet to another matter.
Refer To: Referring a Cabinet item.
Cancel Referral: Cancels the previous referral of Cabinet upon confirmation.
Connect to Matter: Opens the Matter associated with the Cabinet, if any. This option is not available when viewing Cabinets from within a Matter.
Export Folio(s): Exports a Cabinet item to selected formats.
Email Folio(s): Output documents in selected Cabinet and opens Send Email screen with documents attached.
Print Folio(s): Prints documents in selected Cabinet.
View Audit Trail: Shows the change log history of the selected Cabinet.
Include Finalised: By default, Cabinets, which have been finalised, will not appear in any search. Selecting this option allows to display the finalised Cabinets in the grid.
Summary: Provides the standard grid options of grouping or adding a footer to the grid /groups.
The Items grid contains the documents/folios attached to the selected Cabinet. As per the Folios grid, from the Items grid toolbar, you can:
- Export the content to Excel .
- Export the content to Excel and email from within LawMaster .
- Refresh .
- Place the Precis/Movements/Bring-ups/Versions/Preview window to side or bottom of the screen by toggling the Horizontal / Vertical Split icon.
- Turn on or off the Express Viewer (preview) for Word and Excel by toggling icon.
- Turn on or off the Express Viewer for PDF by toggling icon.
The context menu options on this grid are as following:
Add: Adds a Cabinet Item.
Modify: Opens the ‘Modify Folio’ screen to make any modifications to the selected folio details.
Remove from Cabinet: Removes the selected Item(s) from the Cabinet as long as the Cabinet is not finalised. The system displays a confirmation message to finalise the action.
Open (Read Only): Allows to review document in Read Only mode.
Edit Attachment: Given that you have the required permissions on the document, enables to edit the existing document. The document will be “checked-out” for editing.
Connect to File: Directs to the Folio record of the selected document.
Connect to Associated File: Directs to the associated file that the document is connected to e.g. Matter, Subject File, etc. Up/Down: Individual or multiple items can be moved up and down in the list, or with keyboard shortcuts Ctrl + Up and Ctrl + Down. Save Order – To re-order and save the Cabinet items. Cabinet items will be output in the order they appear in the items grid. Ctrl + S will also save the current order.
Section: See the help on Sections.
Send Cabinet Item(s): See the help on Sending Cabinet Item(s) Options.
Refer To: Refers the selected item(s) to another user for checking/editing purposes. See the help on Referring a Cabinet Item.
Export/Print: See Exporting/Printing Cabinet Item(s).
Summary: Provides the standard grid options of grouping or adding a footer to the grid/groups.
Training Video link: Cabinets
Updated