Index
Speaking of folder...
Folders are used to organize the documents posted on several levels and provide access to specific users only.
To create folders in document browsing, the user should have write permission in the location selected. On the other hand, the administrator can create folders regardless of the security settings.
By default, the properties of the created folders are inherited from the parent folder. However, it is possible to define which characteristics should not be inherited from the parent folder through the inherited properties tab. For folders created in the Root you can only configure the properties, and not which ones are inherited, since there is no parent folder from which to inherit.
My Documents is a personal folder, so you cannot configure security or approval, only the other folders posted to the document root.
Folders created using the simplified option or through drag and drop inherit the security, approval, and properties settings of the parent folder.
By using the drag and drop feature, it is also possible to create a folder structure based on a compressed file (.zip). To do so, you only need to drag and drop the field in the file Drop a .zip file to create a file and folder structure. The structure in the compressed file will be created in the document browsing and will inherit the security, approval, and properties of the parent folder.
Access folder
01. From the main menu, click Documents.
02. Find and click on the name of the folder you wish to access.
03. View it's content.
A folder can contain other folders, as well as various types of documents, such as videos, images, external documents, forms, articles, among others.
Add folder
To perform this action, the user must have write permission at the chosen location.
01. In the location where you wish to create a folder, click on New and select the Folder option.
A new line in the listing will be included, allowing you to enter the folder description.
02. Enter a description for the folder.
The folder description is limited to 300 characters.
03. Press the Enter key on the keyboard.
When pressing Enter, the folder is created and posted in document browsing.
By default, the folders created through the simplified form are configured so that its documents allow the user to download and print and use the platform internal viewer, that is, they have the following fields checked (found in the Inherited Properties tab): "Allow Download and Printing?" and "Use Internal Viewer?".
To cancel the folder creation, just press the Esc key instead of Enter.
Add folder – drag and drop
Provided that the user has at least write permission for the selected location. The drag and drop option to create folders can be limited by the browser used. You can find information on the features supported by each browser under Browser compatibility for Drag and Drop of files.
01. In the location desired for the new folder, drag the desired folder from its location and drop it in the frame Drop your files here, which is shown during document browsing when executing the drag and drop feature.
After dropping the folder in the indicated place, the file posting and upload begins. The folder created inherits the security, approval, and properties of the parent folder.
Progress can be monitored at the bottom of the window. The option Cancel all cancels the creation of the new folder. To view process details, click the arrow on the upper right corner of the progress window.
In case of inconsistencies during the upload, users can click on Show details to check the description of the event.
Add folder – advanced
To perform this action, the user must have write permission at the chosen location.
01. In the location where you wish to create a folder, click on New, located in the action bar on the top left of the window.
02. Click on Advanced folder.
Clicking on this option opens the window in which you can add a folder in advanced mode, i.e., which allows you to define the folder properties. For more information, see Advanced folder.
03. Click Confirm.
Rename folder
You need to have modify permission for the folder to be able to rename it.
01. Find the folder that you wish to rename.
02. Click on 
More options, located to the right of the folder name.
03. Click on Rename.
Clicking on this option opens a window in which you can rename the folder.
04. Enter a new name or description.
05. Click Rename.
Edit folder properties
01. Find the folder for which you wish to edit the properties.
02. Click on More options, located to the right of the folder name.
03. Click on Properties.
Clicking on this option opens a window in which you can edit the folder properties. For more information, see Advanced folder.
Copy folder
For allowing a folder to be copied, the target folder cannot have approval configured. The user must have write permission at the source folder and the destination folder.
01. Find and select the folder that you wish to copy to another location.
02. Click on Copy, located in the action bar on the top left of the window.
03. Access the desired target folder to post the copy.
04. In the target folder, click on Paste, located in the action bar on the top left of the window.
A message stating the folter has been posted successfully will be displayed. For more information on how to perform this action, see Copy and paste folder or document.
Cut folder
For allowing a folder to be moved, the target folder cannot have approval configured. The user must have write permission at the source folder and the destination folder.
01. Find and select the folder that you wish to cut to another location.
02. Click on Cut, located in the action bar on the top left of the window.
03. Access the desired target folder to which it will be moved.
04. In the location to which the folder or document will be moved, click on Paste, located in the action bar on the top left of the window.
When clicking on Paste, the folder or document is physically moved to the target location and a message confirming the publication is displayed. For more information on how to perform this action, see Cut and paste folder or document.
Perform a social action for a folder
To perform this action, the user must have read permission at the chosen location.
01. Find the folder for which you wish to perform a social action.
02. Click on the icon corresponding to the desired social action, located in the social actions area, to the right of the folder name.
To view the existing social information for a folder, click on the Comment icon, located in the social activities area to the right of the folder name. Clicking on this icon opens a window in which you can view the comments and supports that the folder has received and the locations in which it was shared.
For more information about social actions that can be performed for a folder in document browsing, see Support folder or document, Comment on folder or document and Share folder or document.
Define folder as a favorite
To perform this action, the user must have read permission at the chosen location.
01. Find the folder that you wish to define as a favorite.
02. Click on the Add favorite icon, represented by a star, located below the folder name.
For more information about the Favorites feature, see Define folder or document as favorite.
Define priority for a folder
To perform this action, the Priority column must be displayed. If it is not, check the View priority of folder content item.
01. Find the folder for which you wish to define priority.
02. Go to the Priority column and click on the space corresponding to priority.
03. Enter a numeric priority for the folder or document and press the Enter key on the keyboard.
The prioritization of folders or documents is used exclusively to sort them by priority in the documents browsing. You can define the priority for all document types that can be posted.
To view the content of a folder sorted by its priority, simply click on the Priority column.
Download the folder
This action is not allowed for a folder that is located in the root folder of document browsing.
01. Find the folder that you wish to download.
02. Click on More options, located to the right of the folder name.
03. Click on Download.
The Download option is also available under More, located in the action bar on the top left of the window.
Clicking on this option opens a message confirming the download. For more information about the download and where to find the downloaded folder, see Download folder or document.
Request additional permission for a folder
This option is presented only to users who are not administrators.
01. Find the folder for which you wish to request additional permissions.
02. Place the mouse over the folder name.
03. Click on Request additional permissions, located in the table displayed with the folder's general information.
Clicking on this option opens a window in which you can request additional permissions for the folder. For more information, see Request additional permission for a folder or document.
Change folder documents in bulk
This action is not available in the root folder of document browsing, since it is not allowed for folders and forms.
01. Find and access the folder containing the posted documents that you wish to change in bulk.
02. Select the documents that will be changed in bulk.
03. Click on More, located in the action bar on the top left of the window.
04. Click on Bulk modification.
Clicking on this option opens the window in which you can change the properties of multiple documents in bulk. For more information, see Changing documents in bulk.
Filter content of a folder
01. Find and access the folder for which you wish to filter the content.
02. Click on More, located in the action bar on the top left of the window.
03. Click on Filter.
Clicking on this option opens the window in which you can define the data by which the content of the folder will be filtered. For more information, see Filter content of a folder.
Get the folder's main list
01. Find and select the folder for which you wish to obtain the main list.
02. Click on More, located in the action bar on the top left of the window.
03. Click on Main list.
Clicking on this option opens the window in which you can define the data that should be displayed on the main list of the folder. For more information, see Get main list of a folder.
Access the transfer area
01. Find and access the folder for which you wish to add folders or documents by using drag and drop.
02. Click on More, located in the action bar on the top left of the window.
03. Click on Transfer area.
Clicking on this option opens the window to which you can drag the content to be posted. For more information, see Access the folder transfer area.
View priority of folder content
01. Find and access the form for which you wish to view the priority of content.
02. Click on More, located in the action bar on the top left of the window.
03. Click on Show priority.
Clicking on this option opens the Priority column, next to the Code column, in which you can view and define a numerical priority for folders and documents, as well as sorting them by priority. To do that, simply click on the column to sort the content.
Hide priority of folder content
01. Find and access the form for which you wish to hide the priority of content.
02. Click on More, located in the action bar on the top left of the window.
03. Click on Hide priority.
Clicking on this option hides the Priority column for the folder content.
Add document to folder
This action is not allowed in the root folder of document browsing. To perform this action, the user must have write permission at the chosen location.
01. Find and access the folder to which you wish to add a document.
02. Click on Upload files, located in the action bar on the top left of the window.
03. Find and select the document to be uploaded to the folder.
For more information about all the actions available to documents in a folder, see Document.
Add external document to folder
This action is not allowed in the root folder of document browsing.
01. Find and access the folder to which you wish to add an external document.
02. Click on New, located in the action bar on the top left of the window.
03. Click on External document.
Clicking on this option opens a window in which you can create an external document. For more information about available actions, see External document.
Add multiple post to folder
This action is not allowed in the root folder of document browsing.
01. Find and access the folder to which you wish to add a multiple document post.
02. Click on New, located in the action bar on the top left of the window.
03. Click on Multiple post.
Clicking on this option opens a window in which you can create a multiple post. For more information about available actions, see Multiple posting.
Add article to folder
This action is not allowed in the root folder of document browsing.
01. Find and access the folder to which you wish to add an article.
02. Click on New, located in the action bar on the top left of the window.
03. Click on Article.
Clicking on this option opens a window in which you can create an article. For more information about available actions, see Article.
Add form to folder
01. Find and access the folder to which you wish to add a form.
02. Click on New, located in the action bar on the top left of the window.
03. Click on Form.
In the root folder, this option can also be found directly in the action bar on the top left of the window.
Clicking on this option opens a window in which you can post a previously created form. For more information about available actions, see Form.
Add report to folder
This action is not allowed in the root folder of document browsing.
01. Find and access the folder to which you wish to add a report.
02. Click on New, located in the action bar on the top left of the window.
03. Click on Report.
Clicking on this option opens a window in which you can post a previously created report. For more information about available actions, see Report.
Add application to folder
This action is not allowed in the root folder of document browsing.
01. Find and access the folder to which you wish to add an application.
02. Click on New, located in the action bar on the top left of the window.
03. Click on Application.
Clicking on this option opens a window in which you can create an application type document. For more information about available actions, see Application.
Delete folder
To perform this action, the user must have change permission at the chosen location.
01. Find and select the folder you wish to delete.
02. Click on More, located in the action bar on the top left of the window.
03. Click on Delete.
Clicking on this option opens a message stating that the folder has been deleted. However, it is only deleted from the document browsing structure, and will remain in the Bin. When Quota control is active, the space occupied by this folder in the parent folder will be freed only when the form is deleted from the Bin. For more information on how to restore or definitively delete the folder from the platform, go to the Bin.
Please note!
This documentation is valid as of the Lake (1.7.0) update. If you use a previous update, it may contain information different from what you see on your platform.
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