Classify and process documents by defining a folder type. For example, Human Resources can create a Human Resources folder in which to create different folder types for Recruitment, Skill Set, Salary Revision, and so on.

A default folder type is available within TotalAgility. All custom folder types automatically inherit fields from the default folder type.

The following system-defined fields are also available within the default folder type: Instance ID, Type, and No. of documents.

This section describes:

• Add a folder type

• Configure validation settings for a folder type

• Add field validation rules for a folder type

• Add forms to a folder type

• Add field groups to a folder type

• Add fields to a field group in a folder type

See Define a folder type.