Work with folders and views
Documents are organized into folders and views within a document library.
Users navigate a hierarchy of folders in Document Manager which contain...
- documents
- folders
- views
...which can appear in...
- tree view
- table view
- both
This section provides an overall picture of how Document Manager stores documents in folders.
Document Manager provides default folders that are named...
- All Documents
- Locked Documents
- Private Drafts
- Submitted Drafts
Users can also create folders within the working document library to organize their documents.
If the administrator has locked the folder structure in a library, the following folder actions are not allowed...
Folders and their contents can be searched within the library.
- copying
- moving
- deleting
- creating
- editing
Views are collections of folders and documents that display documents that matching a query.
Views are created by setting query parameters. For example, to view all documents that are about cats, enter cat as a parameter.
To view all documents authored by John Smith, enter John Smith as a parameter. To view all documents that are about cats and authored by John Smith, enter cat and John Smith as parameters. The more criteria you add to a view, the more refined the end result.
See also
- Create a folder
- Assign access to a folder
- Edit a folder
- Delete a folder
- Send a link to a folder or view
- Show and hide folders
- Copy a folder
- Move a folder
- Create a view
- Edit a view
- Delete a view
Parent Topic
Document Manager portlet