Creating Document Folders

You can create a folder hierarchy to organize documents. The Root folder is available by default and cannot be deleted. Any folders that you create are created under the Root folder.

Folder names cannot contain these characters: plus sign ( + ), question mark ( ? ), asterisk ( * ), back or forward slash ( / \ ), number symbol ( # ), comma ( , ), semicolon ( ; ), colon ( : ), at symbol ( @ ), double quotation mark ( " ), curly brackets ( { } ), pipe ( | ), greater than or less than symbols (> <), period (.) at the end of the name. Folder names also cannot contain trailing or leading white space.

  To create document folders:

  1. Select Administration, then Manage Documents, or click Manage Documents Manage Documents button and select a tab for which to create folders.

  2. Select New Folder.

  3. Enter a folder name

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

  4. Optional: Enter a folder description.

    The description can contain a maximum of 80 characters, including spaces.

  5. For Content Type, select the type of documents for the folder.

    Tip:

    If the folder will be used for all documents, select All.

  6. Optional: Select Private if you want the folder to be private.

    Note:

    Private folders cannot be shared or viewed by other users. This option is only available if you have ALL access to at least one security class.

  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. This option is only available if you have ALL access to at least one security class.

  8. Click OK.