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Clicking on this option opens a window in which you can rename the folder. For more information, see Rename folder or document.

 

Edit folder properties

 

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Clicking on this option opens a window in which you can edit the folder properties. For more information, see Edit folder or document properties

 

Copy folder

 

01. Find and select the folder that you wish to copy to another location.

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For more information on how to perform this action, see Copy and paste folder or document.

 

Cut folder

 

01. Find and select the folder that you wish to cut to another location.

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For more information on how to perform this action, see Cut and paste folder or document.

 

Perform a social action for a folder

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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

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For more information about the Favorites feature, see Define folder or document as favorite

 

Define priority for a folder

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For more information about folder priority, see Define priority for a folder or document.

 

Download the folder

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This action is not allowed for a folder that is located in the root folder of document browsing.

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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

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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

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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

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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

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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

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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.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

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For more information about all the actions available to documents in a folder, see Document.

 

Add external document to folder

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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

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Clicking on this option opens a window in which you can create a multiple post. For more information about available actions, see Add new multiple post.

 

Add article to folder

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This action is not allowed in the root folder of document browsing.

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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.

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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 Add new form.

 

Add report to folder

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This action is not allowed in the root folder of document browsing.

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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

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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

 

01. Find and select the folder you wish to delete.

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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.

 

 

Informações
titlePlease note!

This documentation is valid as of the 1.5.10 update. If you use a previous update, it may contain information different from what you see on your platform.

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