Using Dynamic Folders

While Smart Folders can be used to automate the filing process, Dynamic folders can automate both the process of creating folders and the filing process of data into the created folders. For eg if a document is uploaded to a discipline that no folder exists for one will be created and the document filed automatically.

To define a Dynamic Folder Structure:

1. With the folder pane displayed from within any of the main registers, click the drop down list at the top of the folder pane and click New under Dynamic.

   

2. At the Create Dynamic Folder select the top level field of your Dynamic folder structure from the list of available fields and click the arrow button to move the field into the Assigned fields list.

   

3. Repeat for the field required at the next level down within the Dynamic folder structure.

4. If the Dynamic Folder structure is to be made available to other users within your company or users within other companies, click the relevant option against Make this Dynamic Folder view available to.

5. Click OK. Your new Dynamic folder view will now be available via the drop down list at the top of the folder pane.