Index

Speaking of

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folder...

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

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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.

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.

03. Press the Enter key on the keyboard.

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.

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)

Rename folder

01. Find the folder that you wish to rename.

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

03. Click on Rename.

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.

Copy folder

Access folder

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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.

Add folder

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^{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.

02. Enter a description for the folder.

03. Press the Enter key on the keyboard.

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.}

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.

Add folder – advanced

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^{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.

03. Click Confirm.

Rename folder

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^{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.

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.

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

03. Click on Properties.

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.}

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.

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.} 

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.

Cut folder

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.} 

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.

Perform a social action for a folder

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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.

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

Define folder as a favorite

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^{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.

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 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.

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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.

Download the folder

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

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

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

03. Click on Download.

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Request additional permission for a folder

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 ^{This option is presented only to users who are not administrators.}

01. Find the folder for which you wish to request additional permissions.

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

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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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04. Click on Bulk modification.

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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.

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

03. Click on Filter.

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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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03. Click on Transfer area.

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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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03. Click on Show priority..

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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.

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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.

03. Click on Hide priority.

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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.}

01. Find and access the folder to which you wish to add a document.

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

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

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Add external document

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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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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.

Learn more

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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 formon 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.

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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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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.

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Add application

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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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Delete folder

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 ^{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.

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