Managing Folders

In addition to standard folders, InEight Document enables projects and/or companies within a project to define a multi-level filing system with folders to further enhance the way items are indexed.

Use of folders in InEight Document enables a centralized filing system to be created for use by all parties on a project (public folders), or for use only by a single company on a project (private folders). The use of folders on a project does not in any way compromise a person’s security level.

You can create folders from your desired Register. These folders can either be standard, smart or dynamic folders.

• Standard folders can be created to manually file mail, documents and other InEight data.

• Smart folders automatically file mail, documents and other InEight data into folders based upon set filter criteria.

• Dynamic folders can automate the process of creating folders and filing data into folders based on criteria. For example, if a document is uploaded to a discipline where no folder exists for that discipline, the folder will be created and the document filed automatically.

To create a standard folder:

1. Expand the folder pane and click the plus icon.
   

2. Enter in the details of the folder.
   

   

3. Click Save.

To create a smart folder:

1. Expand the folder pane and click the plus icon.
   

2. Enter in the details of the folder.

3. Select the Smart folder check box.
   

4. Enter in the filter criteria for the folder.
   

5. Click Save.

To create a dynamic folder:

1. Expand the folder pane.

2. Click the Structure drop-down menu and select Add dynamic folder structure.
   

3. Select the top level field of your dynamic folder structure and click the arrow icon.
   

4. Select the next field required and click the arrow icon. Reorder the structure by clicking the arrows icons on the right.

5. Select whether the dynamic folder view is available to:

   • None

   • My company.

   • My Project.

6. Click Save.