Create folder

Manager users in the Authors role can create a new document folder in Manager.

  1. Select the document folder from the folder tree. The new folder will be created under the folder you select.

    Note: To create a top-level document folder, create it directly under the 'Home' (top level) folder.

  2. Select Details & Actions > New.

    The New document/folder form displays.

  3. Click Folder.

  4. Complete the following fields:

    Field 

    Instruction 

    Type 

    Select either:

    • Blank (Create an empty folder.)

    • Copy (Create a copy of a folder and all of its contents.)

    • Reference (Create a dynamic copy of a folder and all of its contents. When a change is made to the folder or the documents within it, the reference folder will automatically update the same changes.) or

    • Localization (Create a 'child' version of a folder and all if its contents. The content of the child versions can be customized (e.g. content added, changed, removed) but allow un-customized content to be updated from the 'parent' version.)

    Name 

    Type the new folder name.

    Note: You cannot use the following characters:    < > * ; { } [ ]

    Source 

    Optional.  (If the folder type is Copy, Reference or Localization you need to navigate to the folder to copy, reference or localize.) 

    Description 

    Optional. (Type a description of the folder. This displays in Viewer Viewers are users with Read-only access to documents. They can access documents and submit feedback to editors when the mouse is hovered over the folder in Folder view.) 

  5. Click Save.

    Manager creates the new document folder.

Note: The folder inherits the read and write permissions of the parent document folder.