Archiving Drawers

As explained in Moving Drawers, you can easily move a drawer to a different file cabinet. One excellent strategy for preventing file cabinet bloat is to maintain a separate cabinet as an archive for older drawers.

Set up a new file cabinet as described in Adding Cabinets and name it "Archive." Assuming that you use a separate drawer for each client or matter as we recommend, you can archive old client or case files by clicking on the drawer with the right mouse button, selecting Move to Cabinet, and choosing the "Archive" cabinet on the list of available cabinets.

The drawer and all of its folders and files will be relocated from the current file cabinet to the "Archive" file cabinet. Using this technique you can keep your working file cabinets from becoming cluttered with old files. But you still have quick access to archived drawers when needed by simply opening the "Archive" file cabinet and locating the drawer you archived.