From the Categories menu for a project or project template, click Folders.
The Folders page opens, listing all folders that you have "read" access
to.
The page has the following views, which are controlled by the dropdown
in the upper-right corner:
Content View. Shows a tree view of the content
in each folder. The default view.
Member Access View. Shows the member access
rights to each folder.
Role Access View. Shows the access rights to
each folder by role.
If not selected, click the dropdown in the upper-right corner and select
Content View.
Content View displays the following columns:
Name. A tree structure that displays the name
of the folder, document, and file name. For a controlled folder, the
title of the folder displays. Click "+" to expand the folder to see its
documents, files, subfolders and bookmarks. Click a folder name to see
other options for working with the folder, as described in Working with a Folder. Click a document or file name to see its
properties.
[Lock]. This column consists of two numbers
expressed as m/n. "m" is the number of files locked/checked out; "n"
is the number of files checked in.
Type. The type of object. For a folder, "Workspace
Vault" indicates a simple folder; "Controlled Folder" indicates a revisionable
controlled folder.
Title. The title of the object. For documents,
this is the title text if entered during creation; otherwise, this displays
the default document object name.
Action. Select one of the following actions
on an object:
Icon |
Name |
Action |
|
Download |
Download one or more files to your local machine.
Browse to the directory or folder you want to contain the file. Multiple
files are downloaded in a single zip file. |
|
View |
View the file in a registered viewer. |
|
Check Out and Lock |
Check out one or more files to your local machine
and lock the files from other users who cannot unlock it. Navigate to
the folder or directory you want to contain the file. |
|
Check In |
Check in and unlock one or more files. |
|
Locked |
Lock the file without checking it out. Shows
the person who locked the file and the date locked. |
|
Unlock |
Unlock the file without checking in a new version. |
|
Subscribe |
View and select subscriptions for a document.
See Working with Subscriptions. |
|
Add New Files |
Add new files to a document. |
|
Bookmark |
Launch the defined URL for a bookmark. |
Rev. The revision for controlled folders and
documents.
Ver. For document objects only, this is the
total version number for a single file. For multiple files, click the
version icon to view the file versions.
Description. The description of the object.
State. The current lifecycle state of the object.
File Size. For files only, this is the file
size.
Owner. The project member who owns the object.
Last Modified. The date on which the object
was last modified.
. For a folder, clicking this icon opens the Content page, For a document
or file, this opens the Properties page.
To view member access rights to folders, click the dropdown in the upper-right
corner and select Member Access View.
Member Access View displays the following columns:
Name. The name of the folder. Click a folder
name to see other options for working with the folder, as described in Working with a Folder.
Type. The type of folder. "Workspace Vault"
indicates a simple folder; "Controlled Folder" indicates a revisionable
controlled folder.
Owner. The person who owns the folder. Click
a person's name to see details about the person.
Default User Access. Indicates the default
access to the folder. Values are None, Read, Read Write, Add, Remove,
and Add Remove. Non-project members are restricted to Read or None default
access.
Inherit Access. A Yes/No indicator about inherited
access.
Yes indicates, for subfolders, that the subfolder's access
list will inherit the parent folder's access list. Whenever the parent's
access list is changed, the same change is made to the subfolder's access
list. The subfolders's access list can be changed directly without affecting
the parent's list. For top level folders, Inherited only applies when
the Default Access is Read. In this case, all project members are added
to the folder's access list and are given Read access.
No indicates that the folder/subfolder's access list is
not inherited from the parent. Changes to the parent or subfolder's access
list are independent and have no affect on the other folder.
Project Members. The default access privileges
granted to project members. For example, Add or Remove.
To view role access rights to folders, click the dropdown in the upper-right
corner and select Role Access View.
Role Access View displays the following columns:
Name. The name of the folder. Click a folder
name to see its content, as described in Working with a Folder.
Type. The type of folder. "Workspace Vault"
indicates a simple folder; "Controlled Folder" indicates a revisionable
controlled folder.
Owner. The person who owns the folder. Click
a person's name to see details about the person.
Default User Access. The default access privileges
granted to users. For example, Read, Add or Remove.
Inherit Access. Indicates whether all project
members with a specific project role will inherit the pre-defined access
controls.
Project Role Access. Separate columns for each
role show the access granted to a folder.
To work with folders, use the page Actions menu
or toolbar and click Folder Action. Then select
one of the following actions:
Create Folder. Creates a
new folder. See Creating or Cloning a Folder or Subfolder.
Clone/Copy. Copies the selected
folder. See Copying a Folder.
Delete. Deletes the selected
folders; click OK to confirm. The project owner
and Project Leads can delete any top-level folder that they have Remove
access for. Any project member can delete a subfolder that the member
has Remove access for. You can only delete folders that have no files
or subfolders.
To work with documents and files, use the page
Actions menu or toolbar and click Document/Files.
Then select one of the following actions:
Create New Document. Creates
a new document after selecting the folder to contain the document. For
creating documents, see Creating a New Document.
Add Existing. Adds an existing
document after selecting the folder to contain the document. For adding
documents, you first search for the document.
Checkout. Checks out
the selected file. If a document is selected having multiple files, you
can select from the file list.
Download. Downloads the selected file.
Add to Folder. Adds the selected document or
file to another folder in the project.
Remove. Removes the selected document or file
from the folder.
To work with bookmarks, use the page Actions
menu or toolbar and click Bookmark. Then select
one of the following actions:
Create Bookmark. Creates
a bookmark for the selected folder. For information about creating bookmarks,
see Creating a Bookmark.
Delete Bookmark. Deletes a
bookmark for the selected folder.
To subscribe to events in a folder, select the
folder. Use the page Actions menu and click Folder Subscription. See Subscribing to Folder Events.
To subscribe to events in a document, select the document. Use the page Actions menu and click Document Subscription. See
To push subscriptions to other users, select the folder or document. Use the page Actions menu and click Push Folder Subscription or Push Document Subscription.
See Working with Subscriptions.
Note:
Only a Project Lead can push subscriptions.