Create a new, simple folder
- Click the New... button and
- Select Folder > Simple folder from the drop-down
- On the General tab, type a unique name for the new folder in the Folder name field
Note: Two folders at the same level in the folder structure cannot have the same name - On the Instructions tab, type the message to be shown when opening the folder.
This is strongly advised in order to explain users what type of information to be entered in a given folder and instructions on how to add it. - On the Access rights tab, Choose access level or accept the default settings.
- Click the Save button to create the folder
Modify folder settings
Modify a simple folder's properties by
- Opening the folder (by clicking it) and select Settings (next to the breadcrumb)
or - Right-click the folder and select Settings from the context menu
or - Tick the folder in the folder list and select More options > Settings
- Make your changes to any of the tabs and
- Click the Save button
Move a folder
- Select the folder in question and click More options > Move to...
alternatively - Right-click the folder and select Move to...
- Select the room into which you want to move the folder in the Move to pop-up window
- Click on the destination folder and
- Click the Move button
You can also utilize the Windows Clipboard by
- Selecting the Cut function
- Using the Interaxo client to navigate to the destination folder and
- Click the Paste button
Note: You can even move folders by using drag & drop.
Copy a folder
- Select the folder and click More options > Copy to...
alternatively - Right-click the folder and select Copy to...
- Select the room into which you want to copy the folder in the Copy to pop-up window
- Click on the destination folder and
- Click the Copy button
You can also utilize the Windows Clipboard by
- Selecting the Copy function
- Using the Interaxo client to navigate to the destination folder and
- Click the Paste button
Deleting a folder
In order to be able to delete a folder, you have to be granted Delete access rights to it, e.g. by being the owner. This is how to you delete a folder:
- Tick off the folder in the list view and select the Delete button
alternatively - Right-click the folder and click Delete
- Confirm deletion by clicking the Yes button
Comments
0 comments
Article is closed for comments.