Adding a Folder to the Documents Module


Concept


Steps:

  1. Begin by navigating to a Folder Properties page in a collaborative workspace.

     

    Click the Workspaces link.

    Step 1
  2. Click the Search button.

    Step 2
  3. Click an entry in the Name column.

    Step 3
  4. Click the Documents link.

    Step 4
  5. Click the Add Folder button.

    Step 5
  6. Use the Folder Properties page to create new folders in the Documents module and to update properties for existing folders.

     

    In this example, you will add a folder to the Documents module in a collaborative workspace.

    Step 6
  7. Enter the desired information into the Title field. Enter

     a valid value
     e.g.
     "Enterprise Portal"
    .

    Step 7
  8. The Do Not Allow Deletes field prevents the folder from being deleted from the Documents module.

     

    Click the Do Not Allow Deletes option.

    Step 8
  9. Click the Expand section button.

    Step 9
  10. Click the Approvals list.

    Step 10
  11. The Approvals field determines the approval mode for the folder:

    Requires Approval. All content in the folder must be approved.

    Auto-Approved Content. The system automatically marks content as approved.

    Optional Approval. As content is being created, content authors have the option to require approval or to have the content automatically approved.

     

    Note. This setting cannot be changed after content has been created. If you need to change the approval setting, you must delete the content and add it back in with the new approval setting.

     

    Click the Auto-Approved list item.

    Step 11
  12. Click the Save button.

    Step 12
  13. Click the Return to Documents link.

    Step 13
  14. Use the Documents page to manage the contents of the current folder. You can add folders, add documents, view documents, browse the subfolder hierarchy, and view the properties associated with subfolders and documents.

     

    Notice that the folder you added appears in the Documents module hierarchy.

    Step 14

You have completed adding a folder to the Documents module of a collaborative workspace.

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