How to Delete a Cabinet in NetDocuments

Posted in NetDocuments Admin Tips, NetDocuments Tips on May 28, 2022 by Craig Bayer

NetDocuments makes it hard to Delete a Cabinet, and they should.  I can’t tell you how many times someone “accidently”  tries to  delete a cabinet by accident.

 

image

 

In this example, this person, who is a NetDocuments Administrator tried to delete the Client cabinet when attempting to add a new matter in NetDocuments.  Not really sure how they thought that deleting the Client Cabinet would add a matter.

 

The good news is that NetDocuments has built in security to prevent accidents from happening.  Its kind of like launching a missile, except you need THREE separate people to approve the request.

 

SEO Nukes

 

 

When I create a cabinet in NetDocuments, we always check this box:

 

image

 

There might be some actual times that you need to remove a cabinet, here are the steps:

 

Step 1:  In the NetDocuments Admin Console, Click Request Cabinet Unprotection

 

image

 

This will send an email to all the NetDocuments Repository Administrators that someone has clicked on this button.

image

 

Step 2:  Click Confirm

image

 

Step 3:  Another NetDocuments Repository Administrator will  need to login to NetDocuments Admin Console and click Approve or Reject Request

 

image

Step 4: Click Approve

 

image

 

Step 5:  Another NetDocuments Repository Administrator will  need to login to NetDocuments Admin Console and click Approve or Reject Request

 

image

Step 6: Click Approve

 

image

Step 7: Log back into NetDocuments and Click Delete next to the Cabinet

Step 8:  Type in Delete and Click Delete

 

 

image

 

If someone accidently clicks on this, you can easily squash the request.

image

 

 

 

More Info:  https://netdocuments.force.com/NetDocumentsSupport/s/article/360023574332

About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer