Create folder
Manager users in the Authors role can create a new document folder in Manager.
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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.
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Select Details & Actions > New.
The New document/folder form displays.
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Click Folder.
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Complete the following fields:
Field
Instruction
Type
Select either:
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Blank (Create an empty folder.)
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Copy (Create a copy of a folder and all of its contents.)
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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
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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.)
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Click Save.
Manager creates the new document folder.
Note: The folder inherits the read and write permissions of the parent document folder.