Cablefolio

Getting started

Getting started with Cablefolio

Updated

Cablefolio is network and low-voltage documentation for MSPs, IT teams, and cabling contractors, and this page takes a new team from an empty account to its first documented site in about half an hour.

How Cablefolio is organised

Everything hangs off a client: a client has properties, a property has rooms, and a room holds racks, devices, cable runs, and sub-rooms. A device has ports and links; a cable run has a cable ID, two ends, and its test readings. Photos, files, notes, checklists, and history attach to whatever they are about. Learn the layout once and every client's documentation reads the same way. See Getting around.

Document your first site

  1. On the home page, press Add client and name the client.
  2. Open the client, press Add property, and fill in the name, the type, and the address. Door and alarm codes go in the property's sealed Access codes, never in the notes.
  3. Open the property and press Add room for each comms room, closet, or outside location.
  4. In a room, press Add rack, then drag devices from the palette onto it, or press Add item for a device that is not racked.
  5. Add the links between devices and the cable runs between rooms. See Ports and links and Cable runs and testing.

Already have a spreadsheet or a scanner export? Import it instead of typing. See Importing your data.

Bring your team in

An owner or admin opens Settings, then Accounts, to add the people who will work in Cablefolio and choose each one's role: an admin manages accounts and reveals credentials, a user adds and edits but cannot delete a client or a property. Any account can be limited to one client. See Accounts and security.

Get ready for site

  1. Turn on a second factor for your own account in Settings › Security.
  2. On your phone, open the property and press Keep offline so it is there with no signal. See Offline.
  3. Print QR labels for the rooms, racks, and devices from the property's Labels page, and stick each room's label by its door. See Labels and QR codes.

Hand it over

When the job is done, a checklist takes the customer's sign-off on site, and the property's report — as a page, a PDF, or a Word document — is the as-built handover. Give the customer a portal sign-in so they can read it themselves; portal sign-ins never take a seat. See Reports and sharing and The client portal.