Cabinets

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.

Note: 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