Árvore de páginas

Versões comparadas

Chave

  • Esta linha foi adicionada.
  • Esta linha foi removida.
  • A formatação mudou.

Index

Índice
outlinetrue
exclude.*ndex
stylenone

 


Speaking of

...

folder...

Folders are used to organize the documents posted on several levels and provide access to specific users only.

...

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.

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.

To use drag and drop in Internet Explorer 9, you need to install the Microsoft Silverlight plug-in. In this case, when dragging files to platforms, a message warning about the installation will appear. You only need to follow the instructions to carry out the installation and broaden your use experience on the platform.

 

Basic path

 

01. Find and click on the name of the folder you wish to access.

02. View your content.

Expandir
titleLearn more

A folder can contain other folders, as well as various types of documents, such as videos, images, external documents, forms, articles, among others. 

 

Alternative path

 

Add folder

 

01. In the location where you wish to create a folder, click on New folder, located in the action bar on the top left of the window.

02. Enter a description for the folder.

Expandir
titleLearn more

The folder description is limited to one hundred (100) characters.

03. Press the Enter key on the keyboard.

Expandir
titleLearn more

When pressing Enter, the folder is created and posted in document browsing, provided that the user has write permission for the selected location.
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

 

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.

Expandir
titleLearn more

After dropping the folder in the indicated place, the file posting and upload begins, provided user has at least write permission.

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

 

01. In the location where you wish to create a folder, click on More, located in the action bar on the top left of the window.

02. Click on New folder (advanced)

Expandir
titleLearn more

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).

 

Rename folder

 

01. Find the folder that you wish to rename.

Expandir
titleLearn more

You need to have modify permission for the folder to be able to rename it.

02. Click on More options, located to the right of the folder name.

03. Click on Rename.

Expandir
titleLearn more

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

 

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.

Expandir
titleLearn more

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


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.

Painel

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.

Painel

A new line in the listing will be included, allowing you to enter the folder description.

02. Enter a description for the folder.

Painel

The folder description is limited to 300 characters.

03. Press the Enter key on the keyboard.

Painel

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.

Painel

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.

Painel

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 Image AddedMore options, located to the right of the folder name.

03. Click on Rename.

Painel

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 Image AddedMore options, located to the right of the folder name.

03. Click on Properties.

Painel

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.

Painel

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 copy to another location.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 Paste02. Click on Copy, located in the action bar on the top left of the window.

Painel

When clicking on Paste, the folder or document is physically moved to the target location and a message confirming the publication is displayed. 

Expandir
titleLearn more

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

 

Cut folder


Perform a social action for a folder

...

To perform this action, the user must have read permission at the chosen location. 

01. Find and select the folder that for which you wish to cut to another locationperform a social action.

02. Click on Cut, located in the action bar on the top left of the window.

Expandir
titleLearn more

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

 

Perform a social action for a folder

...

titleLearn more

In the root folder of document browsing, you can only perform social actions for folders. In other folders, you can perform social actions for the various document types, except for forms.

...

 Click on the icon corresponding to the desired social action, located in the social actions area, to the right of the folder name.

Painel

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 for which that you wish to perform define as a social actionfavorite.

02. Click on the icon corresponding to the desired social action, located in the social actions area, to the right of the Add favorite icon, represented by a star, located below the folder name.

Painel
Expandir
titleLearn more

For more information about social actions that can be performed for a folder in document browsingthe Favorites feature, see Support Define folder or document , Comment on folder or document and Share 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 that for which you wish to define as a favoritepriority.

02.  Click on the Add favorite icon, represented by a star, located below the folder name.

Expandir
titleLearn more

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

 

Define priority for a folder

 

01. Find the folder for which you wish to define priority.

02. Enter the desired priority for the folder in the Priority column.

Expandir
titleLearn more

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

 

Download the folder

...

titleLearn more

Go to the Priority column and click on the space corresponding to priority.

03Enter a numeric priority for the folder or document and press the Enter key on the keyboard.

Painel

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 Image AddedMore options, located to the right of the folder name.

03. Click on Download.

Learn more
Expandir
title
Painel

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.

...

03. Click on Request additional permissions, located in the table displayed with the folder's general information.

Painel
Expandir
titleLearn more

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.

...

04. Click on Bulk modification.

Painel
Expandir
titleLearn more

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.

Learn more
Expandir
title
Painel

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.

 

Painel
Expandir
titleLearn more

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.

...

03. Click on Transfer area.

Expandirpanel
titleLearn more

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.

...

03. Click on Show priority..

Learn more
Painel
Expandir
title

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.

Expandirpanel
titleLearn more

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 browsingTo 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.

...

03. Find and select the document to be uploaded to the folder.

Expandirpanel
titleLearn more

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 More New, located in the action bar on the top left of the window.

03. Click on New external External document.

Expandirpanel
titleLearn more

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 More New, located in the action bar on the top left of the window.

03. Click on New multiple Multiple post.

Learn more
Expandir
title
Painel

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

...

...

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 formon Article.

Painel
Expandir
titleLearn more

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 More New, located in the action bar on the top left of the window.

03. Click on New form Form.

Learn more
Expandir
title
Painel

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

...

...

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.

Painel
Expandir
titleLearn more

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 More New, located in the action bar on the top left of the window.

03. Click on New application Application.

Expandirpanel
titleLearn more

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.

Painel
Expandir
titleLearn more

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 Lake (1.57.10 0) update. If you use a previous update, it may contain information different from what you see on your platform.

 

...