Workflow

How to Assign Objects to a manually created Folder

What to do:

To work through this example first complete the example Create a Folder.
  In the example the folder has the Folder-ID 9.
OK Open the folder Folder / 9.
Select the Documents tab.
To change to insert mode click .
Click in the Document Number field.
The Document List list is opened.
Select the document AD-102595 - Assembly Drawing.
To save the entry click .

The document AD-102595 - Assembly Drawing is assigned to Folder / 9.
  It is also possible to select References > Documents from the context menu of the Folder / 9 mask to display the documents related to Folder / 9. Several different object types can be selected from the context menu.
  To assign an object to a folder via the corresponding object mask follow the steps described below.
OK Select References > Insert in folder from the context menu.
The system will display the following question.
 
OK Click the Yes button.
The Folders-List is opened.
 
OK Select Folder / 9 from the Folders-List.
The document AD-102595 is automatically assigned to Folder / 9.
  To check the assignment select References > Folder (usage) from the context menu of the object mask.
The system will ask just once if a folder should be currently opened . If you confirm with "Yes", the folder will remain open, thus immediately executing additional "Insert in Folder" menu selections without further questioning!
  To assign an object to a different folder, open the corresponding folder mask (Manager > Workflow > Folder). Click the Refresh button, choose a folder, and select Open Current form the context menu.
Please note, that this action will close the formerly opened folder!
It is not possible to assign a folder type to manually created folders!