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Access to a client’s filing cabinet requires a permission (VIEW)
How a staff member can engage with files within the Client’s filing cabinet are additional permissions
e.g., download files, upload files, delete files, etc.
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To add a new folder to the Filing Cabinet, select ADD NEW FOLDER
NAME the Folder and decide if it will be housed within the All Folders section or Shared Folders section
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What is available in the Actions section depends on Role permissions
COPY includes adding a copy of the file to another folder
MOVE includes moving that file to a different folder
TAG includes tagging the file File Cabinet Tagging /wiki/spaces/RBS/pages/3068428713
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