Associate Document Folders

The Associate Folders action lets you select the folders of documents to be included in an application's document collection. You must associate document folders with an application before you can attach documents in those folders from within that application. You can only modify folders in the current application's document collection.

You must have appropriate security permissions to access this feature. Typically, a system administrator adds document folders.

Notes:

To associate a document folder with an application:

  1. Open any application that has Attached Documents actions.

  2. From the Select Action menu, choose Attachments Library/Folders. The system displays the Attachments Library/Folders menu.

  3. Click Associate Folders. The system displays the Associate Existing Document Folders with this Application dialog box.

  4. Click New Row.

  5. In the Document Folder field, enter a value for a defined folder or click Select Value to choose from the list of defined folders. The Document Folder Description field will display a description of the selected folder. The name of the application you are working in is displayed in the Application field.

  6. Choose one of the following options:

  7. To add another row, click New Row.

  8. To close the Row Details, click .

  9. To mark the row for deletion, click  .

  10. To cancel the changes and return to the application tab, click Cancel.

See Also

Manage Document Folders

Create Attachments from Documents in the Library

Attached Documents Overview