Selecting a File Folder

When creating new documents, all filing folders must be filled, otherwise there will be an error message when saving the container. The folders are organized as tags that are stored with the container and can therefore also be found via the search function.

The data pool supports users in selecting filing folders, and there are three possible scenarios:

1. Documents without a default folder – no filing folder selected

• If no filing folders were selected in the navigator when creating a new document, the corresponding fields in the new document are empty and must be filled in by the user.

2. Documents without Default Folder – File Folder Selected

• If a file folder was selected when a new document was created, these folders are auto-matically populated in the new document. The entered folders are default values and can be overwritten if necessary.

3. Documents with default foldersI

• In the document configuration of the data pool, storage folders can be preconfigured for different document types. When a new document is created, the filing folders are automatically filled with the predefined values. The entered folders are default values and can be overwritten if necessary.