Quota (MB)
Maximum storage size of folder. The quota set for the folder will limit the total size of posts within it. This field is only enabled if the quota control resource is active on the platform and when the parent folder has no quota control. If the parent folder has quota control, the folder that is being created will inherit the same size as the parent folder, and everything that is posted in both the parent folder and the secondary folders will consume the parent folder quota. In order to assign a quota to a parent folder, you must remove the specific quota of the secondary folders, since they will inherit the value set for the parent folder. For information on how to activate this control, see Quota control.

Long-term storage
Format of the document to be generated and stored if you wish to create documents to be stored in this folder for long periods. The available options are:
- Does not store;
- PDF/A;
- ODF.
When defining the folder where you wish to store long-term documents, all documents posted in this folder will have a long-term file. These files will be generated according to the conditions below:
- Only files with .doc or .docx extensions will be converted by the platform into either PDF/A and ODF;
If there is a need to create long-term documents with other file extensions, you may do so by using an external plug-in. For information on how to create this plug-in, see Document Converters.

Note

Sometimes documents converted to PDF/A may have their quality reduced, such as those that use the transparency feature. After posting documents, users should view the document in order to make sure that it has not lost any properties.

Author
User who will be defined as author of the folder.

Tags
Folder identification labels used to facilitate future searches.

Icon type
Graphic identification icon for the folder. For more information, see Icon registration.

Comment
Description of the folder, on the type of content it will store or other information considered relevant.

Inherit approvers from parent
When checked, this option specifies that the folder will inherit the approval criteria defined in the parent folder, i.e., approvers cannot be added to the folder, the parent folder approvers will be used at all times and the assignment will be sequential. Therefore, when changing the parent folder approvers, this will reflect in the secondary and tertiary folders, and others that have this option checked.
If the parent folder does not have approvers or if it is the root folder, this option is not displayed.

If the folder is configured not to inherit the approval criteria of its parent folder, you can enter specific criteria for this folder. For detailed information about the procedure, see Define approval criteria for folder or document.

For detailed information about the procedure, see Define security criteria for folder or document.

Inherited properties
When checked, the option found in this column determines that the corresponding field is a property inherited from the parent folder, i.e., it will not be enabled for editing. The option found in this column is not enabled when the folder is created in the root folder, since the root will be the parent folder that will determine the properties for the sub-folders below it. If the folder is a sub-folder of an existing folder in the root, this option is checked by default and the properties inherited from the parent folder, and you can change them if you wish.

Document type
Type of document to which the folder belongs. 

Subject
Subject to which the folder belongs. For more information, see Subject.

Notify?
When checked, this option determines that a notification will be sent by e-mail when documents are posted within that folder for users that have the folder subject as a subject of interest.

Create unmodifiable version/review
When checked, this option determines that you can only make changes to the folder by creating a new version or review of it, because the current version is unmodifiable.

Version/review
Version control method applied to the folder. The available options are:
- New review: when selected, this option determines that all changes made will result in a new reviewed version of the current folder. It is normally used when the folder has a slight change.
- New version: when selected, this option determines that all changes made will result in a new folder version. It is normally used when the folder has had major changes.
- Maintain version: when selected, this option determines that the current folder version will be maintained. It is used when the current folder is no longer valid and it is necessary to replace the current version with a new updated one. If the folder needs approval, its previous content continues to be displayed until the changes are approved.

Allows download and printing?
When checked, this option determines that the folder allows its content to be downloaded and printed by users who have permission to do so, i.e., the Download and printing option under the folder's Security tab is checked for the user or a group to which the user belongs.

Update properties of a controlled copy?
When checked, this option determines that the properties required for printing a controlled copy will be updated. The controlled copy printing feature allows you to determine the target area for the copy being printed, and also allows the automatic issuance of the delivery protocol, preventing the content of controlled documents from unauthorized changes or copies.

Use internal viewer?
When checked, this option determines that the documents will be displayed in the platform's internal viewer. Documents are displayed in the internal viewer by default.