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How Do I... in the Version 6.0 File Cabinet?   Add a new personal Filing Cabinet folder Add a new common Filing Cabinet folder Delete a personal Filing Cabinet folder Delete a common Filing Cabinet folder Add an existing PhoneList entry to the Filing Cabinet Add an existing Scheduler item to the Filing Cabinet Add an existing To-Do list item to the Filing Cabinet Add an existing Call log item to the Filing Cabinet Add an existing message to the Filing Cabinet Add a new Scheduler item to the Filing Cabinet Add a new To-Do list item to the Filing Cabinet Add a link to a file in the Filing Cabinet Send a message from the Filing Cabinet, and have it automatically enter the Send Log Create a link to a folder   Adding a new personal Filing Cabinet folder Step 1) Click on the icon on the PHONEslips toolbar. Step 2) Click on the Manage Folders Icon. Click here for an example. Step 3) Click on the Personal Radio Button at the top of the Window. Click here for an example. Step 4) Click the New button and enter the name for your folder, then click the OK button. Click here to go to the top of the page   Adding a new common Filing Cabinet folder Step 1) Click on the icon on the PHONEslips toolbar. Step 2) Click on the Manage Folders Icon. Click here for an example. Step 3) Click on the Common radio button at the top of the Window. Click here for an example. Step 4) Click the New button and enter the name for your folder, then click the OK button. Click here to go to the top of the page   Deleting a personal Filing Cabinet folder Warning!!! FOLDERS MUST BE EMPTY TO BE DELETED AND THE DELETION PROCESS IS FINAL, THERE IS NO WAY TO UNDELETE A FOLDER. Step 1) Click on the icon on the PHONEslips toolbar. Step 2) Click on the Manage Folders icon in the upper right hand corner of the window. Click here for an example. Step 3) Select the Personal radio button at the top of the screen. Click here to see an example. Step 4) Highlight the folder you would like to delete and press the delete button. Press the Yes button on the confirmation dialog box to complete the deletion. Click here to go to the top of the page   Deleting a common Filing Cabinet folder Warning!!! FOLDERS MUST BE EMPTY TO BE DELETED AND THE PROCESS IS FINAL, THERE IS NO WAY TO UNDELETE A FOLDER. Step 1) Open the PSadmin program Step 2) Click on Message on the menu bar at the top of the screen, then click on View/Search and then select Folder. Click here for an example. Step 3) Select the Common radio button at the top of the screen. Click here for an example Step 4) Select the folder you would like to delete and press the delete button. Press the Yes button on the confirmation dialog box to complete the process. Click here to go to the top of the page   Adding an existing PhoneList entry to the Filing Cabinet Step 1) Click on the icon on the PHONEslips toolbar. Step 2) Right click in the PhoneList section of the Filing Cabinet window and select 'Add Item' from the menu. Click here for an example Step 3) Choose the PhoneList item you wish to add and press OK. Click here to go to the top of the page   Adding an existing Scheduler item into the Filing Cabinet Step 1) Click on the icon on the PHONEslips toolbar. Step 2) Right click on the Scheduler item you wish to add to the Filing Cabinet and choose the 'Filing Cabinet' option from the menu. Click here for an example. Step 3) Double Click the Folder on the left hand side that you wish to add the item to, or highlight the folder and push the 'Select' button. Click here for an example. Note: If you wish to add this item to more then one folder in the Filing cabinet, repeat this process, or uncheck the 'Close on select' checkbox. Click here to go to the top of the page   Add an existing To-Do list item to the Filing Cabinet Step 1) Click on the icon on the PHONEslips toolbar. Step 2) Right click on the To-Do List item you wish to add to the Filing Cabinet and choose the 'Filing Cabinet' option from the menu. Click here for an example. Step 3) Double Click the Folder on the left hand side that you wish to add the item to, or highlight the folder and push the 'Select' button. Click here for an example. Note: If you wish to add this item to more then one folder in the Filing cabinet, repeat this process, or uncheck the 'Close on select' checkbox. Click here to go to the top of the page   Adding an existing Call Log item to the Filing Cabinet Step 1) Click on the icon on the PHONEslips toolbar, then go to the 'Call Log' menu and select New or Archive as appropriate. Step 2) Right click on the Call Log item you wish to add to the Filing Cabinet and choose the 'Filing Cabinet' option from the menu. Click here for an example. Step 3) Double Click the Folder on the left hand side that you wish to add the item to, or highlight the folder and push the 'Select' button. Click here for an example. Note: If you wish to add this item to more then one folder in the Filing cabinet, repeat this process or uncheck the 'Close on select' checkbox. Click here to go to the top of the page   Adding an existing message to the Filing Cabinet Step 1) Click on the icon on the PHONEslips toolbar. Step 2) Right click on the Inbox item you wish to add to the Filing Cabinet and choose the 'Copy to Folder' option from the menu. Click here for an example. Step 3) Double Click the Folder that you wish to add the item to, or highlight the folder and push the 'Select' button. Click here for an example. Note: If you wish to add this item to more then one folder in the Filing cabinet, repeat this process or uncheck the 'Close on select' checkbox. Click here to go to the top of the page   Adding a new Scheduler item into the Filing Cabinet Method 1 Step 1) Click on the icon on the PHONEslips toolbar. Step 2) Right click in the Scheduler section of the Filing Cabinet window and choose New Item. Click here for an example. Method 2 Step 1) Open the Scheduler and create a new item. Step 2) In the bottom right hand corner of the window click the 'Filing Cabinet' icon. Click here for an example. Step 3) In the dialog box that comes up, select the folder you would like to add the new entry to by double clicking it, or highlighting it and pushing the 'Select' button. Click here for an example. Note: If you wish to add this item to more then one folder in the Filing cabinet, repeat this process or uncheck the 'Close on select' checkbox. Click here to go to the top of the page   Adding a new To-Do list item into the Filing Cabinet Method 1 Step 1) Click on the icon on the PHONEslips toolbar. Step 2) Right click in the To-Do List section of the Filing Cabinet window and choose New Item. Click here for an example. Method 2 Step 1) Open the To-Do List and create a new item. Step 2) In the bottom right hand corner of the windows click the 'Filing Cabinet' icon. Click here for an example. Step 3) In the dialog box that comes up, select the folder you would like to add the new entry to by double clicking it, or highlighting it and pushing the 'Select' button. Click here for an example Note: If you wish to add this item to more then one folder in the Filing cabinet, repeat this process or uncheck the 'Close on select' checkbox. Click here to go to the top of the page   Adding a link to a file to the Filing Cabinet Step 1) Click on the icon on the PHONEslips toolbar. Step 2) Click on the 'Files' tab in the Misc. Section of the Filing Cabinet. Click here for an example. Step 3) Right click inside the window and choose 'Add Item' from the menu. Click here for an example. Step 4) browse to the File you would like to create a link to, highlight it, and click OK. If you want the Filing Cabinet display to show a different title for the file then the file name, enter the name you desire in the bottom left hand caption field. Click here for an example. Click here to go to the top of the page   Sending a message from the Filing Cabinet Step 1) Click on the icon on the PHONEslips toolbar. Step 2) Click on the 'Send Log' tab in the Messages section of the Filing Cabinet. Click here for an example. Step 3) Right click inside that window and choose new item to bring up the Send Message screen. Click here for an example. Note: If your send log is not turned on, a dialog box will come up asking you if you want to turn it on at this time. If you do not turn on the send log, you cannot send a message in this fashion. Click here for an example. Click here to go to the top of the page   Creating a link to a folder in the Filing Cabinet NOTE: At this point, the following steps are a workaround. The PHONEslips program does not currently support direct linking to a Windows folder, however if you perform the following steps you can successfully create a folder link inside the filing cabinet. Step 1) Rename the folder you want to add (For example- rename "C:\folder to C:\Rename) Step 2) Go to the Filing Cabinet in PHONEslips. In the Misc section, click on the File tab. Right click inside the window and select 'Add' from the menu. Step 3) Type the original path and folder name (in this example you would type in C:\Folder), do not select any items inside the window. Push 'OK'. Step 4) Rename the folder back to it's original name (In this example you would rename C:\Rename to C:\folder). Click here to go to the top of the page

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