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Speaking of folder...
Folders are used to organize the documents posted on several levels and provide access to specific users only.
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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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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
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To perform this action, the user must have write permission at the chosen location.
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When pressing Enter, the folder is created and posted in document browsing. To cancel the folder creation, just press the Esc key instead of Enter. |
Add folder – drag and drop
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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.
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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
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To perform this action, the user must have write permission at the chosen location.
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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 Platform ❙ Advanced folder. |
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 Platform ❙ Advanced folder. |
Copy folder
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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.
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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 Platform ❙ Copy and paste folder or document. |
Cut folder
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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.
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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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To perform this action, the user must have read permission at the chosen location.
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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. For more information about social actions that can be performed for a folder in document browsing, see Platform ❙ Support folder or document, Platform ❙ Comment on folder or document and Platform ❙ Share folder or document. |
Define folder as a favorite
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To perform this action, the user must have read permission at the chosen location.
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For more information about the Favorites feature, see Platform ❙ Define folder or document as favorite. |
Define priority for a folder
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To perform this action, the Priority column must be displayed. If it is not, check the Folder. View priority of folder content item.
01. Find the folder for which you wish to define priority.
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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 column. |
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 Platform ❙ Download folder or document. |
Request additional permission for a folder
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This option is presented only to users who are not administrators.
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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.
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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.
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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 Platform ❙ 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.
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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. To perform this action, the user must have write permission at the chosen location.
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For more information about all the actions available to documents in a folder, see Platform ❙ Document. |
Add external document 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 external document. For more information about available actions, see Platform ❙ External document. |
Add multiple post 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 a multiple post. For more information about available actions, see Platform ❙ Multiple posting. |
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 Platform ❙ Article. |
Add form to folder
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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 Platform ❙ 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 Platform ❙ Report. |
Add application 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 application type document. For more information about available actions, see Platform ❙ Application. |
Delete folder
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To perform this action, the user must have change permission at the chosen location.
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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 Platform ❙ 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. |
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