Maintain a folder
You can open, delete, and lock a folder, and generate folder forms. You can also delete a version of a folder.
Modify a folder
- Navigate to .
-
On the list of folders, click the folder to open for modification.
The folder opens in a new browser tab.
- Make changes, as needed.
- Save or release the folder.
Lock and unlock a folder
On the context menu of the folder to unlock, click Unlock.
The Unlock option is only available for a locked folder.
You can lock a folder again. When you open an unlocked folder, a message appears to confirm whether to lock the
folder for modification. Once you confirm locking, the folder is locked.
Delete a folder
You can delete a folder even if there are jobs associated with it.
- On the context menu for the folder to delete, click Delete.
- On confirmation, the folder is deleted.
Delete a version of folder
- On the context menu of the folder, click Versions. A popup displaying a list of versions appears.
- On the context menu of the version to delete, click Delete.
- On confirmation, the selected version and all lower versions are deleted.
Generate folder forms
A folder form is a customized view of a folder. You can generate Scan, Validation, Verification, and Document review forms for a folder type.
- Navigate to .
-
On the context menu of a folder for which to generate a form, click
Generate form.
The Generate folder forms dialog box is displayed.
- On the Folder type list, select the folder.
-
Select the
Form type to generate, such as
Scan.
- By default, the Form name field displays the form name prefixed with folder name. For example, if the folder name is Employee, the form name is displayed as Employee_Scan. You can change the form name as needed.
- Select the category for the folder form. By default, the working category is displayed.
-
Click
Generate and save or
Generate and release.
If the selected folder is locked by another user, you cannot generate forms for that folder.