Creating Folders in the EPM Cloud Library

You may organize documents by creating folders in the Oracle Enterprise Performance Management Cloud Library in the web application.

Data source types:

You can create folders in the EPM Cloud web interface in the Documents page under Reports.

In order to view the folders files in Oracle Smart View for Office, under the Documents node in the Smart View Panel, you must be connected to your supported business process and have the System Administrator or Power User role.

To create Library folders in the EPM Cloud web interface:

1. Connect to an EPM Cloud business process; for example, Planning.
2. In the Home page, click Reports.
3. At the left, click Documents.
4. Select the folder under which to create a new folder, click the Actions drop-down menu for the selected folder, and then select Create Folder.
5. In the Create Folder dialog, enter a folder name, and then click OK.

   The folder you just created is displayed under the parent folder you previously selected.

   For example, if you selected the Library folder, then the new folder appears under Library in the web; and under the Documents node in Smart View.

   You can now save files to this folder.

6. Optional: Repeat these steps to add new folders or subfolders.
7. To save files in the Library folder (Documents node in Smart View) and other the folders you've created, see Saving Office Documents to EPM Cloud in Smart View.