Creating New Folders

Depending on the authorization, users can create storage folders for documents or plans in the data pool. After saving the edited folder structure, the new folders in the data pool are immediately available.

CREATE NEW FOLDERS

To create filing folders for documents and plans:

1. Click on the "Overview" tab in the header of the browser window to open the administration area.
2. Click the Folder Tray subtab
3. Select the filing area you want to administer using the "Document folder" or "Plan folder“. The current filing structure is displayed and can now be edited.
4. To create a new main folder, click the "+" and enter the name of the folder in the dialog box. Using the "Insert Folder" can be used to specify where the new folder is inserted.
5. To create a new subfolder, open the folder levels by clicking on the plus symbol and right-clicking on the folder to which the subfolder is to be added. In the dialog box, select the "Add folder“.
6. Right-click on the newly created folder and select the "Rename folder“. In the dialog box, type the name of the new folder and close the input with "OK".
7. Left-click and hold the folder to drag the newly created folder to the desired position between the existing folders.
8. Repeat steps 4 through 6. For all subfolders that you want to create.
9. Close the editing of the folder structure by clicking on the "Save the filing structure". Your changes will be applied and the new folders will be created in the system.

Dialog Box for Creating a New Root Folder

caution

When creating a root folder, only the current editor is initially entered in the authorization. Therefore, the authorization for reading or storing documents must also be assigned step by step, otherwise no other users can store documents or plans in the new folder. The changed values are applied via the "Save permission" button.
For all other filing folders, the permission is automatically inherited from the parent filing folder and only needs to be changed when necessary.