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Accountants Enterprise only

Filing cabinets in Document Manager are used to profile your practice documents. Like office filing cabinets, they enable you to sort and store documents to suit your needs. For example, you may want to profile documents by year or by divisions in your practice. When you set up a Filing Cabinet, you can also set default security and other settings that will help you to store, find and secure all documents in it.

The security for each filing cabinet is set using the Security groups.