When configuring document folders, you can create folders at root level and sub-level, edit the folder data, and locate documents in folders that are inactive.

Instructions

1. Go to the control panel and select Documents in the middle column.


2. Click Configure document folders.



3. To create a new folder, click Create a new folder. To edit an existing folder, click the name of the folder.


Info: There may be more document folders in the control panel than are displayed in the folder structure in the document library. Folders marked grey are inactive folders.


4. Click a folder in the list to view the folder's data and its documents.

There may be documents in a folder even if it is inactive. Click the Documents tab to view, download and edit metadata and content in documents located in the folder. An inactive folder can be made visible in the document library by checking Active.


Tip: If there are documents that you wish to keep but do not want in your document library, you can place these in a folder and make the folder inactive.