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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
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01. From the main menu, click Documents.
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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 Folder (Advanced). |
03. Click Confirm.
Rename folder
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You need to have modify permission for the folder to be able to rename it.
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04. Enter a new name or description.
05. Click Rename.
Edit folder properties
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01. Find the folder for which you wish to edit the properties.
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Clicking on this option opens a window in which you can edit the folder properties. For more information, see Folder (Advanced). |
Copy folder
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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.
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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
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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.
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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
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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.
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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. |
01. Find the folder for which you wish to perform a social action.
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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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01. Find the folder that you wish to define 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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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 Enter the desired priority for the folder in the Priority columnor document and press the Enter key on the keyboard.
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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 columnFor 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.
01. Find the folder that you wish to download.
02. Click on 
More options, located to the right of the folder name.
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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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01. Find the folder for which you wish to request additional permissions.
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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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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.
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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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01. Find and access the folder for which you wish to filter the content.
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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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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.
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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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01. Find and access the folder for which you wish to add folders or documents by using drag and drop.
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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
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01. Find and access the form for which you wish to view the priority of content.
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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. |
Hide priority of folder content
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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.
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Clicking on this option hides the Priority column for the folder content. |
Add document to folder
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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 document.
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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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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 More New, located in the action bar on the top left of the window.
03. Click on New external External document.
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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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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 More New, located in the action bar on the top left of the window.
03. Click on New multiple Multiple post.
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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 Multiple posting. |
Add article to folder
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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 More New, located in the action bar on the top left of the window.
03. Click on New form Article.
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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
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01. Find and access the folder to which you wish to add a form.
02. Click on More New, located in the action bar on the top left of the window.
03. Click on New form 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 Form. |
Add report to folder
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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 More New, located in the action bar on the top left of the window.
03. Click on New report Report.
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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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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 More New, located in the action bar on the top left of the window.
03. Click on New application Application.
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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
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01. Find and select the folder you wish to delete.
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This documentation is valid as of the Lake (1.67.3 0) update. If you use a previous update, it may contain information different from what you see on your platform. |
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