Video - InEight Document Enhanced - Using Folders

TRANSCRIPT

This video demonstrates how to use and export folders in InEight Document.

Folders are a great way to group related items as they appear across modules.

To view folders, click this icon from the relevant register or mailbox.

This icon indicates a folder contains items. Click to expand further.

File items appear on the right hand side.

Regardless of the folder, users can only see found items they already have access to.

Your level of access to folders is determined by the administrator and assigned here.

If you have Alex access, you can file mail or documents into a folder.

By opening the register you wish to use, Then locating the selected items you wish to file, expand the folder pane and drag the items into the relevant folder to file Clicking on the folder confirms the items are now there.

Note, that filing an item creates a shortcut to that item via the folder rather than duplicating it.

In this case, the mouse still appears in the inbox, even though it is also now in this folder.

This means items can be found in multiple folders if needed, such as by type or subject matter.

Items that have been filed in one or more folders has a filing icon displayed against it in the register view.

To remove items from a folder, select the item, then choose the remove option here.

To view which folder an item is filed in, click the folder icon from within the item.

This stick indicates the location.

Your project may also use smart folders, which automatically file items based on preset conditions.

Smart folders are represented by this icon instead of the standard folder icon.

From the document register, you have the option to export a folder and all its contents.

Just select the folder you want to export and click the export icon here.

You need to give the export a title, and you can add a description if needed.

Ticked the boxes here if you want port to include a cover sheet or a document metadata sheet.

Now, Just select the file types you want to include in the export.

And click export. The export is prepared in the background.

Once completed, a notification is sent with a link download the exported zip file.

Note, the export is only available for standard and smart folders.

Well, That's how to use and export folders in InEight Document. Thanks for watching.