Use this worksheet to outline the top-level Folder Types in your folder system. For each parent Folder Type, provide the following information:
Field |
Description |
---|---|
Folder Type |
Write the name of the Folder Type as it appears in Configuration. |
Sheet # |
If applicable, write the number located at the top of the worksheet that contains more configuration information about this Folder Type. |
Auto-Folder |
Select if the Folder Type is part of an auto-foldering process. |
Dynamic Document Types |
Select if folders are dynamically populated with documents based on configured criteria. |
Keyword Types |
List the Keyword Types assigned to this Folder Type. |