Assignable folder and shortcut properties - Use Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Use Documents

Platform
Perceptive Content
Product
Use Documents
Release
Foundation 24.1
License

This topic describes the set of property values you can assign to a folder or shortcut.

Folder properties

Perceptive Content uses folder properties to store, secure, and retrieve a folder. Many folder properties exist and you assign a set of these properties to best fit your organization's business needs.

Path
A folder path indicates where a folder resides in your system. The path contains the values assigned to the Drawer and Name property fields. The path also contains each folder level in which the folder resides.
Required
Yes
Example configuration and value
The following structure applies to the folder path: <Drawer> \ <folder name> \ <subfolder name>
Human Resources \ Martha Jones \ Onboarding
Name
Name provides a unique identifier for the folder within the drawer or folder it resides.
Required
Yes
Example configuration and value
Martha Jones
Drawer
Drawer provides the highest level within the folder hierarchy and is often defined as a department or function, such as Accounts Payable, Human Resources, Registrar, or Financial Aid.
Required
Yes
Example configuration and value
Human Resources
Type
Type categorizes a folder so that you can easily identify its purpose. You select a value for the Type field using a list of folder type values that your administrator defines.
Required
Yes
Example configuration and value
New Hire

Shortcut properties

Perceptive Content uses shortcut properties to store, secure, and retrieve a shortcut. Many shortcut properties exist and you assign a set of these properties to best fit your organization's business needs. A document shortcut inherits the Type, Field1 through Field5, custom property, and Notes values from its target document. A folder shortcut inherits the Type and custom property values from its target folder.

Path
A shortcut path indicates where a shortcut resides in your system. The path contains the values assigned to the Drawer field as well as each folder level in which the shortcut is stored.
Required
Yes
Folder example configuration and value
The following structure applies to the folder shortcut path: <Drawer> \ <folder name> \ <subfolder name>
Human Resources \ Martha Jones \ Onboarding
Document example configuration and value
The following structure applies to the document shortcut path: <Drawer> \ <folder name> \ <subfolder name>
Human Resources \ Martha Jones \ Onboarding
Name
Name provides a unique identifier for the shortcut within the folder it resides.
Required
Yes
Folder example configuration and value
Martha Jones
Document example configuration and value
Application
Drawer
Drawer provides the highest level within the hierarchal structure.
Example configuration and value
Human Resources