Content can be organised into folders in various areas of Docman. Find out how you can customise the folders in the capture and filing area and other sections below.
Configure folders for different sections
Organise the content that is added to Docman by configuring folders. You can do this is the settings area of the system. This is accessible from the notification bar at the top of the screen. If you can’t access settings you might not have the correct role assigned so speak to your System Administrator to help you with this.
- Go to settings
- Choose the filing menu from the panel on the left
- Choose Document Folders from the sub-menu
The document folders list shows all sections of the system where you can configure folders. If you need to configure the folders for the capture and filing area, for example, you need to find this item on the list.
Make sure you check all pages in the list, sometimes the items you need are on subsequent pages!
Add a new folder
Select the section you need from the Document Folders List. When presented with the edit folder screen, you will have the options to add a new folder. If you need to create a parent folder:
- Select the Top Level Folder label
- Choose Add
- Enter the new folder name
- Confirm
When trying to add a sub-folder make sure you have the parent folder selected then:
- Choose Add
- Enter the new folder name
- Confirm
Move a folder
If you’d like to move a folder:
- Select the folder you need to move
- Choose Move
- Choose the parent folder you’d like to move it into or choose top level folder if you’d like it to become a main folder
- Check the text displayed
- Confirm
Actions to delete and rename folders are also available within the edit folder screen.