- In the Folder Tree pane, select the folder (or file cabinet) into which you want to place the new folder.
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Right-click and select New Folder. The New Folder pane is displayed:
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Select a Folder Type for the new folder. Folder Types define the following
folder characteristics:
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Static or dynamic properties (how documents are filed)
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Assigned Keyword Types (used for searching and organization)
If no folders are available for you to create, then the message No folder types available is displayed under the drop-down.
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Index the new folder.
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If a Folder Type requires a Keyword Value to be filled in (not left blank), the Required Keyword Type is displayed in red. You must supply a Keyword Value to create and save the new folder.
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If the folder uses a Multi-Instance Keyword Type Group, you can add another instance of the Keyword Type Group by double-clicking the Keyword Type Group's name.
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- Change the Folder Date if desired.
- Click Create or press the Enter key. The new folder is added to the Child Folders pane.
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Right-click and select New Folder. The New Folder pane is displayed: