Document Manager Template

Use the Document Manager template to create folders, perform actions, update shells, and find folders.

  • Create Folder: Create folders in the template.
  • Actions: Perform the following actions (Export, Import, Index Report, Move, Copy, Delete, Permissions) on a folder.
  • Update Shell Templates: Use this drop-down menu to update the permissions, or the Structure & Permissions for a particular shell template or all shell templates. You can also view the update history.
  • Update Shells: Use this drop-down menu to update the permissions, or the Structure & Permissions for a particular shell or all shells. You can also view the update history.
  • Delete: Delete a log item.
  • Find on Page: Find folders by filtering on the various columns.
  • Expand/Collapse: To open or close all sub items in the log.

    Note:

    The Comment, Lock, Ref and BP columns are not displayed in the document template log.