We are storing some of this now. We talked about setting up a separate cabinet, but ultimately decided to create a workspace within our primary cabinet that has restricted user access permissions. It has been working quite well.
Storing Human Resources, Accounting, Management, Etc. Files
Our firm currently only uses NetDocuments to manage client files. I would like to start using it to electronically store and manage our company files (accounting records, HR files, etc.). Are there guidelines or best practices for setting up company files in NetDocuments? Is it best to create a Cabinet for each? If anyone has any insight, I would appreciate it.
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We have a separate Firm Admin Cabinet for IT, Accounting, HR, etc. It has it's own security and document types. It is Project/Task based and not Client-Matter centric so we just have one primary profile attribute, making it easier.