Managing the Document Repository Folders

Documents are viewed from the repository. The repository tree is displayed on the left side of the repository and contains the tree structure links for the selected Repository Name. The default repository is All Documents, but the default can be modified by selecting a repository from the drop down and clicking the Set As Default link.

  1. From the SmartSolve Portal Page, click the Administrator Tools tab.
  2. In the Settings section, click Document Repository Configuration.
    Result: The Document Repositories list window is displayed.
  3. Click the name of the repository to be managed.
    Result: The repository configuration window is displayed.
  4. The following actions are used to manage the folders in the document repository tree:
Action Instruction

Add a New Folder

Click the icon in the repository configuration tree.
Result: A new sub folder appears under the All Documents folder.

Rename a Folder

Click the folder that you want to rename and then click the icon. Enter the new name.

Copy a Folder

Copying a folder saves time when building your folders. For example, you need to build a repository to list documents for 10 different departments to be filtered by Org Unit Code and Status. Once you create the first departmental folder and set up the search parameters, click the icon to copy the folder and then click the icon to rename the copy.

Move a Folder

Move folders by dragging and then dropping them in their new locations.

Delete a Folder

Highlight the folder to be removed and then click the icon.

See Also

Document Repository

Creating Document Repositories

Copying a Document Repository

Configuring Document Repository Search Columns

Configuring Document Repository Sort Order

Configuring Document Repository Export Options

Configuring Document Repository Distribution Lists

Publishing a Document Repository

Unpublishing a Document Repository

Document Setup

     

 

 
Friday, March 20, 2020
12:36 PM