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.

   Note:

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

4. Optional: Enter a folder description.

   Note:

   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.

   Note:

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

6. From Content Type, select Data Grid.

   Tip:

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

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

   Note:

   Private folders cannot be shared or viewed by other users.

8. Click Create.