Managing Document Management Software Folders

Only users that are members of a particular folder can access the files that reside in that folder.

When the Library Administrator creates a new folder they must associate groups (or users) with the folder in order to protect the contents of the folder from unauthorized users. ONLY groups (or users) associated with a folder will see and have access to the folder. Permissions can be further restricted once the groups or users are assigned as members.

The groups that are available to be members of the folder are inherited from the Cabinet in which the folder resides. If you wish to add groups other than the ones that appear in the Folder properties, the group must first be added at the Cabinet level of the document management system. After the group is added at the cabinet level, the new group will appear in the Available FileHold Group listing in the folder properties security section.

Folders can be created by users with a role of Publisher or higher.

For more information on creating folders, see the Folders topic in the end user section.

See also:

Managing Cabinets

Managing Drawers

Managing Folder Groups

Creating the Library Structure

Document Schemas