Add Folder Dialog Box

Overview

Use this dialog box to add a document folder to the repository and set its security policy.

Screen Elements

Folder Name field

The unique name to identify the folder.

Security Policy list

The security policy for the selected document or folder:

Personal: Can be viewed, modified, or deleted only by the user who added it to the project.

Read-Only: Can be viewed by any project team member, but team members cannot modify or delete it.

Shared: Can be viewed, modified, or deleted by any project team member.

This list is not available when you access document details from the My Documents portlet.

Getting Here

From the Documents page:

  1. Click Projects.
  2. On the Projects navigation bar, click Documents.
  3. On the Documents page, click the Projects tab.
  4. On the Projects tab, select a document and click Add Options Add Folder.

From the Dashboards page:

  1. Click Dashboards.
  2. On the Dashboards page, select a dashboard tab.
  3. On the dashboard tab, expand the My Documents portlet.
  4. In the My Documents portlet, select a document and click Add Options Add Folder.

Related Topics

Creating Document Folders



Last Published Wednesday, July 10, 2024