11.2.3 – Folders
The starting or highest level folder in the system is called the Root folder. Only an administrator level user can create folders in the root. Documents cannot be added in the root folder. This is intended to encourage the saving of documents in a structured folder format which will make it easier for users to navigate through a company’s data. There may be several projects defined in ProcessManager, planning and maintaining a logical folder hierarchy is important.
Adding a Root Folder
To add a new folder at the root level
1. Click the Folders icon in the Global Navigation bar.
2. Click the Add Folder icon in the blue Local Navigation bar.
3. Enter the folder information and click the Add subfolder button.
Adding approvers to a folder will require those users or groups to approve or reject any documents added to the folder. Approvals are required in the order shown in the Assigned Approvers list.
After adding a folder and clicking on the folder name in the folder view, the following options are available;
* Add Folder.
* Add Document.
* Notify of Changes (e-mail notifications of folder changes).
* Edit Folder.
* Move Folder.
* Delete Folder.
* Edit Access.