Maintain a folder type

You can modify, delete, lock/unlock and tag a folder, view versions of a folder, and generate folder forms. You can also delete a version of a folder.

See Folders.

  1. Navigate to Capture > Folders.

    By default, the folders available within your working category are displayed.

  2. To display the folder within a specific category, select the category on the Category list.
    The folders from the selected category are listed.

    Alternatively, to display a specific folder, enter the name of the folder in the Search field and click .

  3. To unlock a folder, on the context menu of the folder to unlock, click Unlock.
    Note The Unlock option is only available for a locked folder. You can again lock a folder. 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.
  4. To modify a folder:
    1. On the list of folders, click the folder to open for modification.

      The folder opens in the Design view, in a new browser tab.

    2. Make changes as needed.
    3. Click Save.
  5. To view versions of a folder, on the context menu of the folder, click Versions.
    A popup displaying a list of versions appears.
  6. To delete a folder, on the context menu of the folder to delete, click Delete.
    Note
    • You cannot delete a folder when it is in use as an initialization variable, however you can delete all documents within that folder.

    • You can delete a folder even if there are jobs associated with it.

    On confirmation, the selected folder is deleted.

  7. To delete a version of a folder:
    1. On the context menu of the folder, click Versions.
      A popup displaying a list of versions appears.
    2. On the context menu of the folder 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.

  1. Navigate to Capture > Folders.
    The list of folders are displayed.
  2. On the context menu of a folder for which to generate a form, click Generate forms.

    The Generate folder forms dialog box is displayed.

  3. On the Folder type list, select the folder.
  4. Under Form types, select the form type to generate, such as Scan.
    1. 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.
    2. Select the category for the folder form. By default, the working category is displayed.
  5. Click Generate and save or Generate and release.

    Note If the selected folder is locked by another user, you cannot generate forms for that folder.

View folder associations

You can view the forms, business rules and formatters associated with a folder.

  1. Navigate to Capture > Folders.
    The list of folders are displayed.
  2. Click the folder for which to view the associations.

    The folder opens in the Design view, in a new browser tab.

  3. Click the File tab and click Associations.
    By default, the forms being used by the current folder are displayed, if any. You can view the folder associations for the following:
    1. Forms: Forms being used by this folder. The form name (with hyperlink) and the folder name are displayed.

      You can click the form name link to open the form in a new browser tab and make changes, as needed.

    2. Business rules: The business rules used by this folder type. The business rule name (with hyperlink) and the folder type name along with the property name are displayed.

      You can click the business rule name link to open the business rule in a new browser tab and make changes, as needed.

    3. Formatters: The formatters used by this folder. The formatter name and the folder name along with the field name are displayed. The areas where a formatter can be used in each folder include: Field validation rules (of type Date) and the Folder fields.

    Click Refresh on the File tab to display the newly associated, updated or renamed items.

  4. To view the associations of a specific type, on the View associations by type list, select the type of association, such as Business rules. (Default: Forms)
    The business rules associated with the current folder type, if any are displayed.