An administrator with full Document Manager permissions (full access or create permission on the Project Documents, Shell Documents, or Company Documents node) has the ability to lock or unlock the first-level folder structure. The first-level folder structure refers to the folders directly beneath the Project Documents, Shell Documents, or Company Documents node.
This allows an administrator to establish a standard first-level folder structure that cannot be modified. Users will not be able to add, modify, or delete the first-level folders, but can add sub-folders or documents. Permissions to lock first-level folders can be modified.
You can lock the folder structure at the Project Documents, Shell Documents, or Company Documents root folders.
To lock the first-level folder structure
| 1 | In User Mode, do one of the following: |
| • | Open a project or shell and click Document Manager > Documents in the left Navigator. Be sure the Project or Shell Documents folder is selected. |
| • | Go to the Company Workspace tab and click Document Manager> Company Documents in the left Navigator. Be sure the Company Projects or Company Shells folder is selected. |
| 2 | Click Properties. The Folder Properties window opens. |
| 3 | Click the Options tab. |
| 4 | Select the checkbox Lock first level folder structure below Project Documents (or Company or Shell) at the bottom of the window. You may need to scroll down. |
Users with permissions will be able to add documents and sub-folders, but cannot add, modify, or delete the first-level folders.
Note: This checkbox is only available in the Project, Shell, and Company Documents folder properties.
| 5 | Click OK. |
To unlock the first-level folder structure
Open the Folder Properties window, Options tab, and deselect the checkbox.
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