Is it advisable to use Cabinets and Index at the same time?

Hi Roberto,

Good day!

Is it advisable to use Cabinets and Index at the same time?

Thank you.

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Hi

It is “advicable” as per your needs. It is just another perspective of structuring your documents. Nothing prevents you from using Cabinets, Indices, Tags,… all together.

Think of a pool of invoice documents. Then you could use

  • Cabinets for a project structure (Project A, B,…)
  • Indices for automatically assigning Year, Month of invoice date
  • Tags for Paid, Unpaid,…
  • Metadata for additional informaion (amount, customer,…)

All of those structuring elements are optionally set on top of your document pool and can be combined to perfectly fit you business requirements

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