Create Document Folder Structure

Explanation

This activity is used to organize document folders in a structure, by connecting a document folder to a parent document folder. The user can organize his folders and documents using the folder structure navigator. Folders can be created and moved around, documents can be created, searched for and connected to folders. The folder structure will be like a folder structure in a file system and a folder can only have one parent folder (or none).

Prerequisites

To perform this activity, a folder must exist to be entered as the parent folder.

System Effects

As a result of this activity, a document folder structure is created.

Window

Document Folder Navigator

Related Window Descriptions

Document Folder Navigator

Procedure

To create a document folder structure via the Document Folder Navigator window:

  1. Open the Document Folder Navigator window.
  2. Click New.
  3. Enter a value in the Folder Name field.
  4. Click Save.
  5. Right-click on the folder name in the left pane and click Create New Sub Folder.
  6. In the Folder Details tab, enter a value in the Folder Name field.
  7. Right-click on the folders in the left pane and insert documents as necessary.

To create a document folder structure via the Business Object Explorer:

  1. Expand the Business Object Explorer folder in the IFS Navigator.
  2. Expand the Explore Documents folder.
  3. Right-click on the Document Folders and click Create Folder. The Create New Folder dialog box is opened.
  4. Enter a value in the Folder Name field.
  5. Enter values in the other fields as necessary and click OK.
  6. Right-click on the folder you created under Document Folders and click Create Folder. The Create New Folder dialog box is opened.
  7. Repeat steps 4 and 5.
  8. Expand the parent folder which you created. The document folder structure will be displayed. You can move documents from one folder to another by using the drag and drop functionality, if necessary. You can also move folders from one parent folder to another using this functionality.