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Folder Groups
Actions are available in the for a given folder group. The table below lists each of the actions that can be performed on folder groups, what the function does and who can access it.
The action menu for the folder group may be accessed in FDA using a right-click on the folder group name or in the Web Client, click on the down arrow next to the folder group name.
Note: In order for a user to see a folder group they must be a member of the cabinet in which the folder group resides. The availability of actions is dependent on the rights that users have to the Cabinet that the folder group resides unless further restrictions have been placed on the folder group by its owner, the Library Administrator or the Systems Administrator. The following actions can be performed on folder groups.
|
Action / Function |
What the Function Does |
Who Can Access the Function |
|---|---|---|
|
Open Folder Group |
Expands the Folder Group revealing its contents. |
All users with access to the Cabinet that the Folder Group belongs to. |
|
Search |
Allows users to restrict their search to files located in the selected Folder Group. |
All users with access to the Folder Group. |
|
Properties |
Displays the Folder Group Properties. |
All users with access to the Folder Group. |
|
Set Default View |
Allows user to select a default view that has been created in the View Preferences. |
All users with access to the Folder Group. |
|
Add Folder |
Allows user to add a folder to the Folder Group. |
Users with Publisher or higher access. |
|
Move Folder Group |
Moves the Folder Group to a different Drawer. |
Library Administrator, System Administrator, or Organizers only. |
|
Copy Folder Group |
Makes a copy of the Folder Group including all folders and files it contains. |
Library Administrator, System Administrator, or Organizers only. |
|
Clone Folder Group Structure |
Makes a copy of the Folder Group and the folders it contains. Does not copy documents in folders. |
Library Administrator, System Administrator, or Organizer only. |
|
Delete Folder Group |
Deletes the Folder Group and all items it contains. |
Library Administrator or System Administrators only. |
|
Archive Folder Group |
Manually sends the contents of the folder group to the Library Archive. |
Library Administrator or System Administrators only. |
|
Export |
Exports all documents in the folders contained in the Folder Group. |
All users with access to the Cabinet that the Folder Group belongs to. |