Managing Folder Groups

Folder Groups are intended to be used as an extra layer of division in the Library structure but their use is optional. Like drawers that divide cabinets into more manageable size, folder groups divide drawers into more suitably sized portions. Users with access to the drawers containing folders will have access to the folder groups as well. Folder groups contain only folders.

To manage folder groups

1. Right-click on a cabinet and select Manage Folder Groups. The Folder Group list window opens with a list of existing folder groups.

2. To add a folder group, click Add Folder Group.

3. Enter a Folder Group Name.

4. Select a weight for this folder group from -10 to 10. The higher the weight, the higher the cabinet name will appear in the Library. Leave this value at 0 if you want the cabinets sorted alphabetically.

5. Click Save. The folder group name is added to the list.

To assign a folder group to a document folder

1. Right-click on a folder in the Library and select Properties.

2. In the Folder Group field, do one of the following:

• Select the folder group to which you want this folder to belong from the list.

• To create a new folder group, select Add a New Folder Group and enter the name in the New Folder Group Name field.

3. Click OK. The folder is moved into the selected folder group.

To edit or delete a folder group name

1. Right-click on a folder group in the Library and select Properties.

2. Click Edit Folder Groups.

3. To edit a folder group name, double-click on a folder group.

4. In the Edit Folder Group window, enter a new name for the folder group and a weight (optional). The higher the weight, the higher the cabinet name will appear in the Library. Leave this value at 0 if you want the cabinets sorted alphabetically.

5. Click Save.

6. To delete the folder group, click Delete.
    

See also:

Managing Cabinets

Managing Drawers

Managing Folders

Creating the Library Structure

Security

Best Practices for Setting Up the Library

Document Schemas