Documentation

Creating Folders

In the Documents and Media application, you can create folders to organize your digital assets. Only authenticated Users with the required permissions can manage a folder. See the Documents and Media Permissions Reference and Roles and Permissions for more information.

Adding a Folder

  1. Open the Site Menu, and go to Content & DataDocuments and Media.

  2. Click Add (Add Button) and select Folder.

    Click on the Add button and select Folder.

  3. Enter a name for your new folder.

  4. Optionally, you can enter a folder description and configure folder permissions.

    Enter a folder description and configure folder permissions.

  5. Click Save to create your new folder.

Once created, the folder appears in the Documents and Media application. You can create subfolders by opening the desired folder and repeating the above process.

Document Type Restrictions and Workflow

After creating a folder, you can restrict it to allow only certain document types, as well as add a custom workflow to determine the approval process for all additions and edits made to the folder’s content:

  1. Open the Site Menu and go to Content & DataDocuments and Media.

  2. Click Actions (Actions) for the folder you want to configure and select Edit.

  3. Under Document Type Restrictions and Workflow, select the desired configuration:

    • Use Document Type Restrictions and Workflow of the Parent Folder (parent-folder): Set your current folder to use its parent folder’s configurations.

    • Define Specific Document Type Restrictions and Workflow for this Folder (current-folder): Select one or more document types to restrict the current folder’s content and select a custom Workflow.

    • Default Workflow for This Folder (current-folder): Select a default Workflow for the current folder without restricting document types.

      Under Document Type Restrictions and Workflow, select the desired configuration.

  4. Click Save when finished.