Creating Data Grid Folders

You can create a folder hierarchy for data grids. Organizing grids into folders might help if you save many grids. A Root folder is available by default and cannot be deleted. Any folders that you create are created under the Root folder.

To create a folder, you must have the Advanced User security role.

To create data grid folders:

1. Open the application in which to create folders.
2. From the Document Manager, click New, and then Folder, or select Actions, and then New, and then Folder.
3. Enter a folder name.

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

4. Optional: Enter a folder description.

   The folder description can contain a maximum of 255 characters, including spaces.

5. From Security Class, select the security class for the folder or use the Default security class.

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

6. From Content Type, select Data Grid.

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

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

   Private folders cannot be shared or viewed by other users.

8. Click Create.