IBM FileNet P8, Version 5.1.+            

Adding a folder

You can add a folder to an object store to contain your documents and additional folders. You can add folders directly from Workplace XT or from integrated Microsoft® Outlook and Microsoft® Office applications using Application Integration or Integration for Microsoft Office.

In Workplace XT, you use the Add Folder or Add Folder Using Template action and specify the folder you want to add to an object store and assign properties that define the information about the folder. The Add Folder action allows you to systematically add information about a folder. Alternatively, you or an administrator can design an entry template and provide default information that streamlines the process of adding new folders. For example, you could use an entry template that automatically assigns a specific folder class when you use the Add Folder Using Template action. You can manage your new folder using tools available on the toolbar, from the Actions button, and on the pop-up menu.

Within integrated Office applications and Outlook, you add folders to an object store. Each application provides a menu option or command you use to add a folder.

Add wizards

Your site administrator determines the actions available to you for adding folders by setting the Authoring page display site preference. Depending on the site preference setting, you might have two options (Add Folder and Advanced Add Folder) or just one option (Add Folder). The advanced action, if available, appears under the More Actions option in the toolbar or pop-up menu.

Assign properties

Properties define information about the folder you are adding, such as its location in an object store and the class values assigned to the folder. The folder's class controls the properties assigned to the folder.

Depending on the Authoring page display site preference and the action you chose, you can modify the security access rights and permissions for the folder you are adding by expanding the security section.

To start the add folder process

For Workplace XT

For integrated Office applications



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Last updated: July 2011


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