If you have the required permissions you will be able to add, edit and delete folders. Working with folders is done on the Transaction Explorer screen in the on the right side of the screen that shows folder contents. This area appears as show below:
Accessing the Transaction Explorer - To access the Transaction Explorer screen, log in to the Document Agility system, and from the My Workspace screen, click the Transaction Explorer button.
Creating a Folder
To create a new folder, first navigate (using the left side folder tree area) to the folder under which you would like to create the new folder. With the contents of the folder displayed in the folder contents area, click the New Folder button just above the upper right side of the folder contents area. This will display the Create New Folder popup box. Enter a folder name and click the Create button. I you choose not to create the folder, click the Cancel button.
Editing a Folder
To edit a folder, first navigate (using the left side folder tree area) to the folder in which the folder you wish to edit is located. With the folder you wish to edit displayed in the right side folder contents area, click the name of the folder. When editing a folder, you may change its name and edit the User Groups which can access the folder.
Edit the Folder Name - To change the name of the folder modify the text inside the Folder Name text box. You may also make any edits to User Group access permissions. One you have finished your changes, click the Save Changes button.
Editing User Group Access - In the User Group Access section of the screen you can see a grid that lists the User Groups (if any) that can access the folder you are editing. In this section, you can also modify User Group access to this folder as described below:
Deleting a Folder
To delete a folder, select the folder from the left side folder tree area. This will display its contents in the right side folder contents area. There must be no transactions and no folders in the folder in order for you to be able to delete it. Click the delete link just to the right name of the folder on the from the right side folder contents area. In the popup box that is displayed, click the Delete button. If you choose not to delete the folder, click the Cancel button.
TIP: In order to delete a folder it must not contain any folders or transactions. Before deleting a folder, move its content to another folder using the move functionality described above.
WARNING: Deleting a folder cannot be undone.
Accessing the Transaction Explorer - To access the Transaction Explorer screen, log in to the Document Agility system, and from the My Workspace screen, click the Transaction Explorer button.
Creating a Folder
To create a new folder, first navigate (using the left side folder tree area) to the folder under which you would like to create the new folder. With the contents of the folder displayed in the folder contents area, click the New Folder button just above the upper right side of the folder contents area. This will display the Create New Folder popup box. Enter a folder name and click the Create button. I you choose not to create the folder, click the Cancel button.
Editing a Folder
To edit a folder, first navigate (using the left side folder tree area) to the folder in which the folder you wish to edit is located. With the folder you wish to edit displayed in the right side folder contents area, click the name of the folder. When editing a folder, you may change its name and edit the User Groups which can access the folder.
Edit the Folder Name - To change the name of the folder modify the text inside the Folder Name text box. You may also make any edits to User Group access permissions. One you have finished your changes, click the Save Changes button.
Editing User Group Access - In the User Group Access section of the screen you can see a grid that lists the User Groups (if any) that can access the folder you are editing. In this section, you can also modify User Group access to this folder as described below:
- Add Access for a User Group - To add access to this folder for a particular User Group, select the User Group from the Select User Group dropdown box and click the Grant Access button.
- Remove Access from a User Group - To remove access to this folder from a particular User Group, click the Remove icon
in the row that corresponds to the desired User Group. In the popup box that is displayed, click Remove. If you choose not to make any changes, click the Cancel button. TIP: You may not remove access to the Content Root folder for any User Group.
Deleting a Folder
To delete a folder, select the folder from the left side folder tree area. This will display its contents in the right side folder contents area. There must be no transactions and no folders in the folder in order for you to be able to delete it. Click the delete link just to the right name of the folder on the from the right side folder contents area. In the popup box that is displayed, click the Delete button. If you choose not to delete the folder, click the Cancel button.
TIP: In order to delete a folder it must not contain any folders or transactions. Before deleting a folder, move its content to another folder using the move functionality described above. WARNING: Deleting a folder cannot be undone.
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