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

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

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

The following actions can be performed on Folder Groups. 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 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 documents located in the Folder Group All users with access to the Folder Group
Properties Displays the Folder Group Properties. 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 Users with Publisher or higher access
Copy Folder Group

Copies the Folder Group and all folders and documents it contains.

Users with Publisher or higher access
Clone Folder Group Structure Copies the Folder Group and folders it contains. Does not copy documents in folders. Users with Publisher or higher access
Delete Folder Group Deletes the Folder Group and all items it contains. Users with Publisher or higher access

 


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