Document Management

How To Add a Document to a Folder

 

What to do:

To work through this example, you must first create a folder.
Workflow

Select Start > Documents > Stored documents.

Search for DOC-1120 Ballpen Description.

Select References > Insert in folder from the context menu.

If there is already a currently opened folder, the document is added to this "currently opened" folder.

If you wish to select a different folder for the document, select Folder and then select the desired folder and "Open current" from the context menu.

If no other folder is currently open, the following message is opened:

Click Yes.
The Folders list is opened.

To update the list click .
All available folders are displayed.

Select Ball Pen.

The document is now added to the selected folder.
Please note, that all objects you add to a folder are saved in this current folder. If you wish to select a different folder for another document, choose Folder and then select the desired folder and "Open current" from the context menu.