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Document Management: What are the different actions I can perform on Folders?

There are a variety of actions or functions that users can perform on folders . Actions are accessible from the contextual menu associated with a given Folder by either right clicking on the Folder name - if accessing FileHold using the FileHold Desktop Application - or left clicking on the down arrow associated with the Folder – if accessing FileHold using a web browser.

In order for a user to see a Folder that they want to perform actions on they must be a member of the folder.

The following actions can be performed on Folders. The availability of actions is dependent on the rights that users has.

Action / Function What the function does Who can access the function
Open Folder Opens the folders and shows the documents it contains. All users with access to the folder based on the folder membership.
Search Allows users to restrict their search to documents located in the Folder. All users with access to the Folder
Properties Displays the Folder Properties. All users with access to the Folder
Alert Me of Changes Subscribes the user to be alerted when certain actions are performed on the folder by other users. This might be when files are added to, moved to or deleted from this folder. The types of actions that trigger alerts are managed by the users Alert Preferences. You can remove this folder alert from the My FileHold > Document alerts page OR by selecting the 'Disable This Alert' option from the folder menu. All users with access to the Folder
Disable This Alert Disabled the alert for Folder. The user will no longer be alerted when files are added to, moved to or deleted from this folder. You can re-activate this alert by clicking on the 'Alert Me of Changes' option in the folder menu. All users with access to the Folder
Move Folder Moves the Folder to a different Drawer or folder group. Users with Publisher or higher access that are the folder owner
Copy Folder

Copies the Folder to a different Drawer or folder group.

Users with Publisher or higher access that that are the folder owner
Delete Folder Deletes the Folder and all documents it contains. Users with Publisher & Delete or higher access that are the folder owner. If the user is Publisher & Delete role they must be owners of all document versions in the folder before they can delete it.

 


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