Working with Folders

Project Leaders can create a hierarchy of document folders in a project that is similar to the folder hierarchy on a file system.  

This topic discusses:

Creating a New Folder
Editing an Existing Folder

Creating a New Folder

To create a folder:

1. From the application view, click the Documents tab.

2. Select the folder in the table pane in which you want to create a new folder.

3. Click in the New button, and, from the drop-down menu, select Folder.

4. Configure the properties of the folder in the Folder Editor. For more information, see Folder Properties.

5. Optional. Configure the security settings for the folder in the Folder Editor. For more information, see Object Security.

6. Click Finish.

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Editing an Existing Folder

To edit a folder:

1. From the application view, click the Documents tab.

2. Select a folder and click Edit.

3. Configure the properties of the folder in the Folder Editor. For more information, see Folder Properties.

4. Optional. Configure the security settings for the folder in the Folder Editor. For more information, see Object Security.

5. Click Finish.

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Related Topics:

• Folder Properties

• Object Security