Note that you must be a File Cabinet Manager in at least one Workgroup to create a File Cabinet.

To create a new File Cabinet:

1. Click the New Collections button  in the Document Tree toolbar and select New File Cabinet OR select Collections > New Collection > File Cabinet from the Main menu bar. This launches the New File Cabinet dialog. 
2. Enter the title and a description for the File Cabinet.  The File Cabinet title must be unique.
3. Select a radio button to make this a Public File Cabinet or to set the owner Workgroup (and then choose a Workgroup from the drop-down list (note: this list shows only the Workgroups in which you have the role of File Cabinet manager, which permits you to create a File Cabinet). 
4. If your business policy allows visibility changes, you will need to set Visibility to Shared or Private.  The default policy setting does not give this choice (hence, it will not be displayed on the New File Cabinet dialog).
5. Select a Signature Workflow.  This determines the number and type of cosigners required in a Signature Flow.  This cannot be changed later. 
6. Select the type of template.  The empty template is just the File Cabinet; the Basic template is a File Cabinet with one folder.  Note that other templates may be available as well. 
7. Click the Create button to display the new File Cabinet in your Document Tree.