Edit the Properties of the Documents Root Folders

For each application that has the Documents feature enabled, Process automatically defines an application folder, a process instance folder, and a managed folder. You can change the name of the root folders or specify a different folder as the startup folder.

To edit the basic properties of these folders:
  1. Select your process application.
  2. Click Documents.
  3. Click Properties. The Edit Documents Root Folders dialog is displayed.
  4. Make any necessary changes.
    • Application Folder Name: This folder is the main root folder for the application. It contains all the process instance folders.

    • Instance Folder Name: One root folder is created for each process instance. It contains the set of managed folders that have been defined in the design-time environment.

      Note:

      The incoming documents and incoming folders that have been defined in design time aren’t stored in the Instance Folder.
    • Startup Folder: The folder that you select is the only folder that’s shown for users to upload documents when starting an application.

  5. Click Save.