Add Folder Dialog Box

Overview

Use this dialog box to add a document folder to the repository and set its security policy.

Screen Elements

Folder Name field

The unique name to identify the folder.

This is a required field.

Security Policy list

The security policy for the selected document or folder:

  • Personal: Can be viewed, modified, or deleted only by the user who added it to the project.
  • Read-Only: Can be viewed by any project team member, but team members cannot modify or delete it.
  • Shared: Can be viewed, modified, or deleted by any project team member.

Getting Here

From the Documents page:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Documents.
  3. On the Documents page, click the Projects tab.
  4. On the Projects tab, select a document and click """" Add Options "" Add Folder.

From the Workspace page:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Workspace.
  3. On the Workspace page, expand the Project Documents portlet.
  4. In the Project Documents portlet, select a document and click """" Add Options "" Add Folder.

From the Dashboards page:

  1. Click "" Dashboards.
  2. On the Dashboards page, select a dashboard tab.
  3. On the dashboard tab, expand the My Documents portlet.
  4. In the My Documents portlet, select a document and click """" Add Options "" Add Folder.

Related Topics

Creating Document Folders


Copyright information