Creating a Folder

You can create folders to organize data.


Before you begin: View the list of folders. See Folders List.
Related Topics
Searching in Navigation Mode
Finding People
  1. Select Create New from the page Actions menu or toolbar.



  2. Enter details for the folder:

    Field Name Description
    Policy The default is Workspace Vaults; you do not need to change this.
    Name Names are case-sensitive and spaces are allowed. You can use complete names rather than contractions, making the terminology in your system easier for people to understand. Name lengths can be a maximum of 127 characters. Leading and trailing spaces are ignored.
    Description Type details about the folder.
    Security Select Global Read Access to allow other users to view the folder; select Private to ensure that only you can view the folder.
    Owner To select a person other than yourself as owner, click to search for the person, or start typing to select the needed person from a list of matches.
    Add to Folder Optionally select a folder to contain this folder. Click to search for a folder, or start typing to select the needed folder from a list of matches.
    Add Content Select objects to include in this folder. You can add libraries, document families, classifications, and documents as folder content. Click to search.

  3. Click Done.

    See Assigning Folder Accesses for instructions on granting people access to this folder.