Document Folders

Change Folder Owner

This feature is valuable for quickly transferring ownership of folders from users who are no longer with the department or company.

1. From the Preferences drop-down field select Library Administrator.
   
2. From the Navigation menu, select Manage Folder Owner.
   
3. Select the name of the user who currently owns the folder from the Current Folder Owner field.
   
4. Select the name of the user to transfer folder ownership to from the New Folder Owner drop-down for each of the folders.
   
5. Click the Transfer button.
   

Move or Copy a Folder Structure

This feature is valuable for users who create drawers for projects that require replication of the folder structure and for moving documents to a different location for archiving.

1. To copy the Folder Structure of a Drawer to another Drawer, from the Preferences drop down select Library Administration.
   
2. In the Navigation menu, select Move/Copy. This opens the Move/Clone Documents Directory form.
   
3. From the Action field, select whether you want to Move or Clone the folder structure.
   
4. Under the Source section, select the name of the Cabinet that contains the folder structure you want to move or clone. Next, select the name of the drawer that contains the folder structure that you want to move or clone. If the folder structure is organized under a Category, select the name of the Category. Finally, select the name of the folder you want to move or clone.
   
5. Under the Destination section, select the name of the Cabinet that you want to move the folder structure to. If the cabinet does not exist, click the New Cabinet button to create a new one. Next, select the name of the drawer that you want to move the folder structure to. If the drawer does not exist, click the New Drawer button to create a new one. If you want to organize the folder structure under a Category, select the name of the Category otherwise select on the New Category button to create a new one.
   
6. Click the Move or Copy button.

Note:  The folder field only becomes active once you have entered all information about the location of the folder structure. If the source folder is organized under a Category, you must ensure that you select that Category otherwise the Folder field will not become active.

Create a Folder

The Library Administrator can also add a folder from within the Library Administrator module. Other users can also add folders through the Documents application. Detailed instructions on how to add a folder can be found in the section on Documents.