Your application may include a Folder Custom Query. Folders allow you to organize documents electronically in an easy to use way. Additionally, you can easily spot which documents are missing from a pre-configured set.
To use Folders:
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Do one of the following:
- Go to the Master Screen with a list of sources and select the source you are interested in.
- Select a preconfigured tile to go to the source directly.
- Use your own bookmark to go to the source directly.
The Folder Custom Query is displayed.
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Use the keyword fields to look for a specific folder.
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The results can be further grouped, filtered, and searched.
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Use the field with the Looking glass icon to search for a particular result on the result list.
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Use the No Grouping field to group the results. You can group them by the Folder Name.
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Use the Arrow icon to change sorting of folders to ascending or descending.
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To open a folder, select it from the results list. Content of the folder is
displayed.
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A: The Folder pane shows the folder type and name.
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B: The Document List shows a list of documents in the selected folder. Document names in red mean that these documents are missing from the pre-configured set.
The list can be searched using the Contains... field.
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C: A preview of a document selected in a Document List is displayed here. If the selected document is missing, Nothing to display text is shown instead of the preview.
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D:The folder notes pane is displayed. You can add notes and bookmarks that are visible to other users with sufficient privileges. For details, refer to Working with Folder Notes.
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