Basic Instructions

The following provides some basic instructions on how to use the Cabinet “models” and the “sessions” that you create on those models.

Models/Sessions

We use the term “model” to refer to a particular system that runs on the Cabinet. We use the term “session” to refer to a particular instance of the use of a model.

Finding a Model

The models to which you have access should run down the page in alphabetical order by name. You can also type in the name of the model into the box at the top of the page; after you have typed in any three letters that appear in the title of the model, only models that contain those letters will remain visible. You may also narrow your search by selecting (i) the type of model; e.g., to draft a contract, to create a checklist, or to reach a compliance result; (ii) body of law to which a model relates; e.g., the Securities Exchange Act; or (iii) the topic to which a model relates; e.g., cross-border regulation or advertising.

Opening a Model or a Session

You may open a new session in a model by pressing “Start” under the name of the relevant model. If you have previously saved a session, you may restart work on that session by clicking on Saved Sessions, and then opening the relevant Saved Session. The previous sessions will display in reverse chronological order (most recent on top). At the bottom of the box that displays the Saved Sessions, you may click through to earlier sessions or you may run a search on the name of a session.

Naming a Session

In each model, you will be asked after you start a session to “name” the Session. We strongly recommend that you do so, as this will make it much easier to locate the model in Saved Sessions.

Information within a Model

Many of the models contain information within them that may help you answer a question. This further information may be either obtained by clicking on an “i” that appears next to a particular question or answer (usually containing information on a defined term) or by clicking on an “Infolink” that appears on the right side of a page. In some cases, the Infolinks may link you to other pages in the Cabinet.

Attachments

Many of the models enable you to add attachments by clicking the Attachments button that appears on the top right in the desktop view (and at the end of the page in the mobile phone view). When you click the Attachments button, a new page will open that will allow you to “browse” your computer. You should click the browse button, and then go into your own computer to find the file that you wish to attach to the session. Select the file (click on it until it appears in the browse window) and then click Add. You may add as many attachments as you like.

When you are finished adding attachments, close out of the Attachments page in the browser. That will return you to the session on which you have been working.

Audit Trail

Your answers to any particular session are saved in an audit trail that you may view at the end of the session. When you end a session, the Audit Trail will be saved as part of that session. If you later modify or delete the session, the Audit Trail will be modified or deleted.

Saving and Emailing the Audit Trail

If you wish to save the Audit Trail as it exists at a particular time, you may email the Audit Trail so that it is saved in your email files. You may also email the audit trail to any other person who doesn’t have access to the Cabinet.

Model to Model

Some models contain links to other models. When you do link from one model to another, the first model remains open, and you are brought into a second model. Accordingly, it may be useful to name the session in the second model.

Transferring a Session to Another Person

It is also possible to transfer a working session from one person to another (as opposed to the audit trail which is just a static record of a session). When you are in a model, at the top of the page, you will see the words “Save Session.” If you click on this, you will be able to save the session in which you are then working as a file to your computer. Then, you may go into your email, and attach the file that you just saved to an email, and send the email to another person. If that person has access to the same model on which the session is created, that person will be able to open the file and work on the session in their own instance of the Cabinet Models. (Note that the transferee is working on a different, copied version of the session. The original version of the session will remain untouched in the saved sessions of the person who originally sent it.)

Receiving a Session from Another Person

If you receive a session from another person with whom you share a model, you may then download the session file from your email and follow the steps: open the website, find the model which the session pertains to (you should have access to the model), and start a new session. After opening a new session you can click on “Load session” on the top of the page, a little window will appear on the screen where you should click the “Choose File” button, and then go into your own computer to find the downloaded session file, which usually is saved to Downloads folder. Select the file and click “load”. The session will now load.