Creating Folders in the EPM Cloud Platform Library Using the Web Interface

You may organize documents by creating folders in the EPM Cloud Platform Library using the web interface for your business process, such as Planning or Financial Consolidation and Close.

Applies to: EPM Cloud Platform

The procedure in this topic describes creating folders in EPM Cloud Platform business processes. You cannot create folders from Oracle Smart View for Office while connected to an EPM Cloud Platform business process.

Note:

• EPM Cloud Platform: In order to view the folders files in Smart View, 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.

• Narrative Reporting: To create folders in Narrative Reporting web, see Creating Artifacts in the Library in Narrative Reporting Authoring and Approving Doclets. Or, you can create folders from Smart View, described in Creating Folders in the Narrative Reporting Library Using Smart View.

To create Library folders in the EPM Cloud Platform web interface:

1. Log on to an EPM Cloud Platform web 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 Library Using Smart View.