Define a folder type hierarchy for a drawer - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Documents

Platform
Perceptive Content
Product
Manage Documents
Release
Foundation 24.1
License

When you define a hierarchy for a drawer, the drawer becomes restricted so that a user can only add a folder to the drawer that is assigned one of the folder types specified in the drawer's folder type hierarchy. To define a folder type hierarchy for a drawer, complete the following steps.

  1. In Management Console, in the left pane, under Select Department, select a department from the list.
  2. In the left pane, click Folder Types and, in the right pane, click the Hierarchy tab.
  3. In the right pane, under Structure, in the Display list, select the name of the drawer you want to restrict.
  4. In the left pane, under Folder Types, perform the following substeps.
    1. Optional. For By list, select a folder type list to filter the list of folder types.
    2. From the list of folder types, select the folder type you want to define in the hierarchy and drag it to the right, dropping it under the drawer where you want it to appear.
    3. Continue to add folder types under the drawer's name and use the Move Up or Move Down buttons to arrange the folder types to fit your business needs.
      Note: You can use the Move Up or Move Down buttons to move a folder type to a different location under a drawer, but you cannot use them to move a folder type from one drawer's hierarchy to another drawer's hierarchy.
    4. If you define more than one level of folder types in the hierarchy, and you want to restrict the last folder type level so that a user cannot create a folder below this level, in the right pane, right-click the last folder type level and click Restrict.
  5. To apply your changes to the hierarchy, click Save.