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: asterisk (*), at sign @), back or forward slash (/ , colon (:), comma (,), curly brackets ({), double quotation marks ("), greater than or less than signs (>), number sign (#), period (.), pipe (|), plus sign (+), question mark (?), or semicolon (;). Folder names also cannot contain trailing or leading white space.

Note:

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

To create document folders:

1. From the Document Manager, click New, and then Folder, or select Actions, then New, and then Folder.
2. Enter a folder name.

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

3. Optional: Enter a folder description.

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

4. From Security Class, select the security class to assign to the folder.
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. Click Create.