Exporting a Cabinet/Combining Cabinet

You can export the documents in a selected Cabinet by clicking the ‘Export Folio(s)’ option on the context menu of the Cabinets grid. 

Before you combine the folios in a Cabinet, you may like to arrange the order in which they are listed in the grid. When you combine these documents into one, they will combine in the order they are listed in the Items grid.

You can right-click on the documents and move their order using the Up and Down arrows. 

After setting the order, you can save it to appear in the same order the next time you access the Cabinet.

Step-by-step guide 

To export and combine the documents: 

1. On Cabinets, highlight the cabinet whose files you want to combine. 
2. Right-click and select the Export Folio(s) option. The Export Folio(s) dialog box appears. 
3. Fill in the necessary fields. See the below table for the fields and their descriptions. 
4. Click OK when complete.  

Field	Description
Format	Outputs documents in selected Cabinet in the following formats: Original – Document are exported in the original file format, docx, jpg, etc.  PDF - Where possible, converts the files to PDF.  PDF (Combined) - A "published", single PDF combining all documents into one. Documents will be placed in the same sequence they appear in the Cabinet Items grid or File Referrals tree. This means it is possible to sort on any of the various columns in these views to determine the output sequence.
Output File Notes	All Folios - This option will output file notes and Folios with Attachments. The file notes will be merged using the MFN Form.  Folios without Attachments only - This option will output file notes only and will be merged using the MFN Form.  None - This option will not output file notes
Include Page Numbers	This will include page numbers when outputting a ‘Combined PDF’. The adjacent ‘Setting’ box will be enabled only when this option is checked. There is also an option to select the format for the page numbering. This can be set as a firm wide default refer to Parameters > Set Parameters > Records Management > Folio Output Page Numbering. The format can also be changed at the time of producing PDF (Combined) document via the Settings tab. When the 'Exclude From Index' check box is selected, the page numbering will commence on the page after the index page. By default, this option is unchecked.
Title Page	Allows you to search for the required Document Template. This is inserted at the start of the combined output, or named "TitlePage" if output is not a ‘Combined PDF’ or a single output (e.g. printing). The title page is not included in page numbering, and is not included in the index page. Note that this applies to all three Cabinet output format options.
Index Page
Save Folio	Select if the ‘Combined PDF’ is to be saved as a Folio record in LawMaster.
Folio File	File Type and Number to which the Folio record will be saved to within LawMaster.

NOTE

It may take some time for LawMaster to combine the documents, depending on their size and type. You can see the progress at the bottom of the screen in the light blue task bar. 

Once processed, you can access the generated document(s) from the Folios of the Matter. You may need to scroll to the top of the list. If you decide to delete the Cabinet, the original documents and combined document(s) will still be in the Folios of the matter, where they were originally. The combined document is often used for e-briefs. 

(for example, Discoverable documents if has to be presented as a single document. Usually the cabinet is retained when it is created for this purpose.)