Using Standard Folders

 

Folders can be used to help filter and sort files into a format that suits the project requirements. Next to Filter/Sort, click the arrow icon to show the folder structure.

Click arrow icon next to Filter/Sort to show folder structure

  • Drag and drop items from the Register into the required folder.

  • When you select the folder, the Register will only display the content that has been moved to that folder.

  • Files will never be removed from the original Register. Folders help you organize and access existing Register content.

To create a new folder:

  1. Click the plus icon.

    Plus Icon to create new folder in Folder view

  2. Enter in the folder ID and title.

  3. Select the type and security preferences for the folder.

  4. To make the folder a smart folder, select the check box at the bottom.
     select at the bottom the check box to create smart folder from add folder pane

  5. Click Save.

Smart folders automatically allocate items based on filter criteria.