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Add Project Document Folder

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You can add a new document folder to the Project Documents portlet in the Project Workspace. Adding folders is helpful when you want to organize documents in a way that is meaningful to you.

You can add a project document folder either from the Project Workspace or from the Projects > Documents page:

To add a folder from the Project Workspace:

  1. Open the project or group of projects you want to work with in the Projects section.
  2. Click Project Workspace on the Projects toolbar to display the Workspace page.
  3. If multiple projects are open, choose the project you want to work with from the Select Project list.
Note: If a single project is open, the Select Project list does not appear. When multiple projects are open, the Select Project box lists all open projects you have rights to access. Any action you perform, and all data that appears on the page, applies to the selected project only.
  1. From the Project Documents portlet on the Project Workspace, from the Add Document dropdown menu, click Add Folder. An Add Folder dialog box appears.
  2. Type a name for the new folder. This is a required field.
  3. From the Security Policy drop-down, choose one of the following security policy options:
    • Personal - The folder is hidden from other users.
    • Read Only - The folder is not editable by other users.
    • Shared - The folder can ve viewed, moved, edited, and deleted by other users.
  4. Click OK.
Note: When adding a folder, duplicate folder names in the same folder level should not be used. If a duplicate folder name is used, the second instance of the folder name will be appended with -1.

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To add a folder from the Documents page:

  1. Open the project or group of projects you want to work with in the Projects section.
  2. Click documents on the Projects toolbar to display the Documents page.
  3. If multiple projects are open, choose the project you want to work with from the Select Project list.
Note: If a single project is open, the Select Project list does not appear. When multiple projects are open, the Select Project box lists all open projects you have rights to access. Any action you perform, and all data that appears on the page applies to the selected project only.
  1. From the Documents page, from the Add Document dropdown menu, click Add Folder. An Add Folder dialog box appears.
  2. Type a name for the new folder. This is a required field.
  3. From the Security Policy drop-down, choose one of the following security policy options:
    • Personal - The folder is hidden from other users.
    • Read Only - The folder is not editable by other users.
    • Shared - The folder can ve viewed, moved, edited, and deleted by other users.
  4. Click OK.
Note: When adding a folder, duplicate folder names in the same folder level should not be used. If a duplicate folder name is used, the second instance of the folder name will be appended with -1.

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