Create New Folders

Learning Objectives

At the end of this unit, you learn the following. Use the links to read more.

Introduction

Add top-level folders and sub-folders at any level you prefer to organize your files in Document Manager. Set the access and permissions on any folder or file in-order to share and permit members to access the details.

To create folders:

Step 1: Access the Document manager module within a project. Click Engineering and select Document Manager

Step 2: From the Documents list view, click the New folder icon

Access Document Manager

Create New Folder

Create Top-Level Folder

Step 1: Click New Folder on the top-right. The new folder pop-up displays.

Step 2: Key in a name for the folder in the "Folder Name" field

Step 3: Key in the document number pattern in the following format: folder name followed by string: “{SEQ}”. Make sure to enter {} around the string SEQ for folder naming validation.

Folder Naming Convention

Create Subfolders

Step 1: Navigate to the top-level folder

Step 2: Click the New Folder icon within the top-level folder

Step 3: In the New Folder pop-up, enter the folder name, document numbering pattern, and click Ok.

The new folder is added as a sub-folder to the top-level folder. You can further create sub-folders, upload files, and set access restrictions to the folder.

Create New Folders

Introduction

Create Top-Level Folder

Create Subfolders

Related Tasks