You can file one or more documents, searches, or forms
in multiple folders. The item is not duplicated in each folder, but
instead, each folder contains a reference to the same item. It can
be edited from any of the locations if the user has access rights
to the item.
Tip: In Workplace XT, you can file a
document in another folder by pressing the
CTRL key
while you
drag one or more
items into the specific folder.
You can also unfile items
from a specific folder. When you unfile an item, you are taking it
out of its current folder. When you unfile the item from all of its
folders, the item remains in the object store; however, the only way
to locate the item is to search for it. If the item is not filed in
at least one folder, you cannot browse for the item.
Table 1. These procedures describe how to use the file
and unfile actions in Workplace XT and Workplace.To file an item in a new folder |
To unfile an item from a folder |
- Select one or more items you want to file.
- Select the appropriate action. In Workplace XT, right-click the
selected items and click More Actions > File.
- Select the folder where you want to file the item.
|
- Navigate to the item you want to unfile.
- Select the Unfile action. In Workplace XT, right-click the item
and click More Actions > Unfile.
- If the item is filed in more than one folder, select the folder
from which you want to unfile the item, and then click Unfile.
|