NetDocuments Admin TipsNetDocuments Tips

How to Delete a Cabinet in NetDocuments

By May 28, 2022June 5th, 2022No Comments

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. 

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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. 

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

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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

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

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Step 2:  Click Confirm

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

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Step 4: Click Approve

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

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Step 6: Click Approve

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

Step 8:  Type in Delete and Click Delete

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

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