Video - InEight Document Enhanced - Create and Manage Folders

TRANSCRIPT

Welcome to InEight document.

This video demonstrates how to create and manage standard and smart folders.

Folders can be used to create a centralized project filing system for use by all parties on a project or just a single company.

To create a standard folder structure open the folder pane to the left of the register. Click on the Plus icon to create a folder.

Enter the folder ID, title, and the security of the folder.

Choose the type of folder required.

The type of folder is defined using a configuration table.

There is also the option to take smart folders and define filter criteria for automatically filing items in these folders.

Click Save. To create a folder within this folder repeat the relevant steps above at this lower level.

With the appropriate permissions, you can click to Rename or Delete folders.

To copy items from one folder to another open the originating folder and select the item then click Copy.

Next, right click on the destination folder and select Paste. You can choose to have all revisions including future revisions copied to that folder or just the current revision.

To change your folder from manual filing to a smart folder after it's been created right click on the folder to edit.

Take the smart folder box then enter the filter criteria.

Choose the relevant module and set the field to conditions.

In future, this folder will show all documents that matches the filter criteria as long as the user has access to these items. Click Save once done.

Administrators have a high level of control over managing folds security.

There are four security options that can be managed at a security group or individual user level.

None, means folder views are not visible to the user. View, means the user can view folders and any items within each folder that they already have access to.

View and Allocate Items, means the user can view folders and add or remove items from folders they already have access to.

Create View and Allocate Items means the user can create new folders as well as view and allocate items as above.

Well, that's how to create and manage different types of folders Thanks for watching.