Month: June 2023

Hello! Today’s blog post is a McFile usage tip.

The partition of documents into different restricted areas is one of McFile’s most important characteristics. It is possible to utilize the restricted areas to separate your documents, so that only selected users have access to a specific group.

Based on this, I present to you the concept of restricted area heritage: upon altering the restricted area of a register, you can simultaneously update all related records to use the new restriction!

Imagine this: You have a large project registered in McFile. Multiple departments in your company use it on a daily basis, so in order for all users to have access, its restricted area (and the one for the documents that make up this project!) is set to public. Now, the project has been completed, and you want to transfer it to an area where only your team of archivists has access. It wouldn’t make sense to transfer the project and leave its files public, right? That’s where the heritage comes in!

It’s a straightforward process to bulk alter restricted areas. Simply navigate to a register that has documents or other records related to it (Company and Matter), update the restricted area of that record, and save the changes. A message will appear on the screen, asking you to choose the desired action: update all related records or only the main one.

And that’s it! With just a few clicks you can manage an entire set of registers without worrying about forgetting one of them.

If you have any questions about the functionality, don’t hesitate to use the support system to get in touch with us.

Until next time!

Whats Up! Today we are throwing a #TBT to talk about a tool that has been with us for a long time on McFile 🙂

Worksheet Import is a powerful, wide-used tool. But do you know all it’s application?

Well, first things first, how to get there?

Starting step, Navigating to the admin page ⛵

Now we are here, click on the “Procedures” tab ☝️, done! I bet you tought it wouldn’t be this easy, right? 😄

In this screen it’s possible to have a long list of options. However, today our protagonists are the “import” options, that also can be many but sharing some key features, that we are going to explain to you right now 👨‍🏫

Okay, as you will be able to see, an import procedure always has one registry category coupled up to it. The imports listed on the worksheet will be created on this category, be it Topics, Clients or another. Each one of those options has a Default Worksheet that you can download following the respective link, as shown in the picture below:

Attention! Import procedures only work with their original worksheets found on their respective pages! Do not try to import any other worksheet as it will not work. If it’s the case you will need to transfer your data to the worksheet provided.

Perfect! Now you know everything that you need to run your imports! Now for some final comments:

• Import procedures are scheduled and may take a while to run. If the data you imported is not yet in the system, please wait, maybe it’s being processed.
• It’s not possible to stop and import! So always double check your worksheet before starting an import procedure!
• The “Registered by” user on the imported registries is always the one that started the procedure. That way it’s easy to find and audit any import made.

So what did you think? Any doubts or suggestiond please contact us at suporte@mcfile.com! ‘Til the next time!