Creating Data Form Folders

You can create a folder hierarchy for data forms. A Root folder is available by default and cannot be deleted. New folders are created under the Root folder. Organizing data forms into folders may help if you have many forms.

  To create folders for data forms:

  1. Open the application.

  2. Select Administration, then Manage Documents.

  3. Select the Data Entry Forms tab.

  4. Select New Folder.

  5. Enter a folder name.

    The name can contain a maximum of 20 characters, including spaces.

  6. Optional: Enter a folder description.

    The description can contain a maximum of 40 characters, including spaces.

  7. From Security Class, select the security class to assign to the folder.

    Note:

    Users of this folder must have access rights to the specified security class.

  8. Click OK.