The Intray is a temporary holding area for documents that have not yet been filed into a Cabinet. Think of it like a physical in-tray on your desk.
Every Virtual Cabinet user has their own Intray. There are also Group Intrays shared by teams. Documents in your Intray are only visible to you (and anyone you have been granted access by).
Accessing the Intray
Click Intray in the ribbon at the top of the window.
Navigating Your Intrays
The side pane shows My Intrays (your own intray, All My Intrays Combined which is the default, and any group intrays you belong to), a Favourites section for pinned intrays, and an Others section to access other users' intrays if you have been granted permission.
What You Can Do with Documents
Select a document and use the ribbon or right-click menu to: open or preview it, edit it, index (file) it into a Cabinet, move it to another intray, delete it, rename it, send a shortcut to another user, view its audit history, add notes, group it into a Pack, email it, print it, or extract a copy to your computer.
Filing (Indexing) a Document
- Select the document in your Intray.
- In the Index tab on the side pane, select the Cabinet you want to file it into.
- Select the Section Value (document type).
- Fill in the index fields. Any field highlighted in red is mandatory and must be completed before you can file.
- Click Index to file the document.
Once filed, the document is removed from your Intray and is accessible to other users via the Search tab.
Adding a Document Link
You can add a link to an external web address or network file path using the Add Link button in the ribbon. Provide the address and a friendly name. Double-clicking the link in your Intray opens it outside of Virtual Cabinet. Document links can be indexed into a Cabinet just like a regular document.
Intray Security
Click the Security button in the ribbon to control who has access to your Intray. You can grant or remove Open, Edit, Delete, and Index rights for individual users.