Create Document Folder Structure
Explanation
This
activity is used to organize document folders in a structure, by connecting a
document folder to a parent document folder. The user can organize his folders
and documents using the folder structure navigator. Folders can be created and
moved around, documents can be created, searched for and connected to folders.
The folder structure will be like a folder structure
in a file system and a folder can only have one parent
folder (or none).
Prerequisites
To perform this activity, a folder must exist to be
entered as the parent folder.
System Effects
As a result of this activity, a document folder structure is created.
Window
Document
Folder Navigator
Related Window Descriptions
Document Folder Navigator
Procedure
To create a document folder structure via the Document Folder Navigator
window:
- Open the Document Folder Navigator
window.
- Click New.
- Enter a value in the Folder Name field.
- Click Save.
- Right-click on the folder name in the left pane and click Create New
Sub Folder.
- In the Folder Details tab, enter a value in the Folder
Name field.
- Right-click on the folders in the left pane and insert documents as
necessary.
To create a document folder structure via the Business Object Explorer:
- Expand the Business Object Explorer folder in the IFS
Navigator.
- Expand the Explore Documents folder.
- Right-click on the Document Folders and click Create Folder. The
Create New Folder dialog box is opened.
- Enter a value in the Folder Name field.
- Enter values in the other fields as necessary and click OK.
- Right-click on the folder you created under Document Folders and click
Create Folder. The
Create New Folder dialog box is opened.
- Repeat steps 4 and 5.
- Expand the parent folder which you created. The document folder structure will be displayed. You can move
documents from one folder to another by using the drag and drop
functionality, if necessary. You can also move folders from one parent
folder to another using this functionality.
To change how documents are displayed in the Document Folder Navigator
window:
- Open the Document Folder Navigator window.
- Search for a folder.
- Right-click on the folder name in the left pane and click Customize Display.
- Select one or more of the following selections:
Show ‘Documents’ Folder – to group the documents of a folder in a special Documents folder.
Show Keys – to display the document keys in the navigator.
Show Title – to display the title in the navigator.
In the preview section you will see how the documents will be displayed in the navigator.
- Select OK to save your changes.