Adding a new folder
To add a new folder from the Folders page:
1)Click Add New to open the Add Folder page.
2)Complete the following details:
•Name*: Type a name for the folder.
•Permissions: Optional. Select the check box of one or more permissions to assign access, then specify whether they can view, edit, and/or be notified.
Note: To see the full list of permission types go to Reference Material > Permission Types.
•Designation Types: Optional. Select the check box of one or more designation types to assign access, then specify whether they can view, edit, and/or be notified.
oView: Select the check box to allow viewing access to the folder.
Note: If the View check box is blank (not select) the permission type is not able to view the folder.
oEdit: Select the check box to allow editing access to the folder
oNotify: Select the check box to enable the selected permissions and/or designation types to receive a notification when a document is added to the folder.
3)Click Save to save the file and return to the Folders page. The folder displays on the Folders page.
– or –
Click Cancel to return to the Folders page without saving the details.
Updating a folder
To edit or update the details of a folder from the Folders page:
1)Click Edit icon to open the Update Folder page.
2)Edit or update the details of the folder as necessary (see Adding a new folder for more information.)
3)Click Save to save the folder and return to the Folders page. The folder displays on the Folders page.
Removing a folder
To remove a folder from the Folders page:
1)Click Remove icon of the folder you want to remove.
2)Click OK to confirm you want to remove this item. The folder and its detailed information are deleted from the Folders page.