The following steps describe how to configure additional Folder Type options for managed folders:
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Assign the appropriate user groups.
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Add the Keyword Types you want to associate with the Folder Type.
Unless you have sufficient privileges, you cannot change Keyword Type assignments if one or more folders based on the selected Folder Type have a status other than Open.
If you have privileges to modify Keyword Types on folders that are not open, you can modify Keyword Type assignments on Folder Types even if there are folders based on the Folder Type that have a non-open status. See Modifying Keyword Types on Managed Folders and Documents.
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Specify an appropriate Auto-Name.
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Folders get their names from the Auto-Name of the Folder Type they are based upon. The name can include Keyword values and other information about the folder.
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Include retention plan information within the Auto-Name to help you identify Folder Types during system maintenance.
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If the solution uses Auto-Foldering, assign the appropriate Document Type to the Records Management Folder Type you have created under Document Type configuration.
Note:
Records Management Folder Types cannot be deleted if a managed folder exists of that Folder Type.
More information about Folder Types, parent folders, file cabinets, and auto-foldering can be found in the appendix.