Manage Document Folders

Use the Manage Folders action to define document folders globally. Once defined here, document folders are then available to associate with applications. Examples of document folders are attachments, diagrams, and images. The system automatically associates a new document folder with the application where it is created.

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

To create new document folders:

  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 Manage Folders. The system displays the Manage All Document Folders dialog box.

  4. Click Add a New Document Folder to create a new folder and display its properties.

  5. In the Document Folder field, enter a folder name for the document you are creating, for example, permits, drawings, and schematics. This name will appear as a folder name in the Document Folders table window.

  6. You can enter a description in the Document Folder Description field. This description appears in the Document Folders table window.

  7. In the Default File Path field, enter the path where the physical files will be stored. This path can be a mapped drive on a separate file server. The System Administrator's Guide contains information about setting up a mapped file server for this purpose.

Note: You can enter a default file path to a folder that does not currently exist on the system. This lets you create a folder for future use. If you submit a file to such a folder, the file will not be physically copied and a warning will not be issued.

  1. Choose one of the following options:

  2. To add another folder, click Add a New Document Folder.

  3. To close the Row Details, click .

  4. To mark the row for deletion, click .

Note: You can not delete a folder that is in use.

  1. Click OK to save changes and return to the application tab.

See Also

Attached Documents Overview