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Create and manage filing cabinets

Filing cabinets group working paper files and can be used to organise files by area, department, year, client type or workflow.

Tip: use keywords like account, business, subscription, users, roles.

Create and manage filing cabinets

Filing Cabinets Working Papers Updated: 02 Aug 2026 Tags: filing cabinet, cabinet, password protection, storage, organise files

Create and manage filing cabinets

Overview

Filing cabinets are used to group working paper files. They help keep files organised by business area, department, year, service type, record type or any other structure that works for your organisation.

Examples:

  • Accounts
  • Permanent Files
  • Supplier Records
  • Project Files
  • HR Compliance
  • Client Onboarding
  • Internal Reviews

How to create a filing cabinet

  1. Open Filing Cabinets from the left menu.
  2. Choose New Filing Cabinet.
  3. Enter a cabinet name.
  4. Save the cabinet.

Password protection

If password protection is available for the cabinet, use it only where extra access control is needed. Make sure authorised users know how access is managed.

Good practice

  • Use cabinets to separate major file groups.
  • Keep cabinet names short and meaningful.
  • Avoid creating too many similar cabinets unless there is a real business reason.
  • Use consistent naming across teams.

Troubleshooting

If a cabinet does not appear when creating a file:

  • Check that it is active.
  • Check your access rights.
  • Refresh the page.
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