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Speaking of folders...
Folders are used to organize the documents posted on several levels and provide access to specific users only.
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To use drag and drop in Internet Explorer 9, you need to install the Microsoft Silverlight plug-in. In this case, when dragging files to platforms, a message warning about the installation will appear. You only need to follow the instructions to carry out the installation and broaden your use experience on the platform.
Basic path
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01. Find and click on the name of the folder you wish to access.
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A folder can contain other folders, as well as various types of documents, such as videos, images, external documents, forms, articles, among others. |
Alternative path
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Add folder
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01. In the location where you wish to create a folder, click on New folder, located in the action bar on the top left of the window.
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When pressing Enter, the folder is created and posted in document browsing, provided that the user has write permission for the selected location. To cancel the folder creation, just press the Esc key instead of Enter. |
Add folder – drag and drop
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01. In the location desired for the new folder, drag the desired folder from its location and drop it in the frame Drop your files here, which is shown during document browsing when executing the drag and drop feature.
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After dropping the folder in the indicated place, the file posting and upload begins, provided user has at least write permission. The folder created inherits the security, approval, and properties of the parent folder. Progress can be monitored at the bottom of the window. The option Cancel all cancels the creation of the new folder. To view process details, click the arrow on the upper right corner of the progress window. In case of inconsistencies during the upload, users can click on Show details to check the description of the event. |
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Add folder – advanced
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01. In the location where you wish to create a folder, click on More, located in the action bar on the top left of the window.
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Clicking on this option opens the window in which you can add a folder in advanced mode, i.e., which allows you to define the folder properties. For more information, see Folder (advanced). |
Rename folder
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01. Find the folder that you wish to rename.
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Clicking on this option opens a window in which you can rename the folder. For more information, see Rename folder or document. |
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Edit folder properties
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01. Find the folder for which you wish to edit the properties.
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Clicking on this option opens a window in which you can edit the folder properties. For more information, see Edit folder or document properties. |
Copy folder
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01. Find and select the folder that you wish to copy to another location.
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For more information on how to perform this action, see Copy and paste folder or document. |
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Cut folder
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01. Find and select the folder that you wish to cut to another location.
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For more information on how to perform this action, see Cut and paste folder or document. |
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Perform a social action for a folder
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In the root folder of document browsing, you can only perform social actions for folders. In other folders, you can perform social actions for the various document types, except for forms. To view the existing social information for a folder, click on the Comment icon, located in the social activities area to the right of the folder name. Clicking on this icon opens a window in which you can view the comments and supports that the folder has received and the locations in which it was shared. |
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For more information about social actions that can be performed for a folder in document browsing, see Support folder or document, Comment on folder or document and Share folder or document. |
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Define folder as a favorite
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01. Find the folder that you wish to define as a favorite.
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For more information about the Favorites feature, see Define folder or document as favorite. |
Define priority for a folder
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01. Find the folder for which you wish to define priority.
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For more information about folder priority, see Define priority for a folder or document. |
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Download the folder
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This action is not allowed for a folder that is located in the root folder of document browsing. |
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The Download option is also available under More, located in the action bar on the top left of the window. Clicking on this option opens a message confirming the download. For more information about the download and where to find the downloaded folder, see Download folder or document. |
Request additional permission for a folder
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01. Find the folder for which you wish to request additional permissions.
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Clicking on this option opens a window in which you can request additional permissions for the folder. For more information, see Request additional permission for a folder or document. |
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Change folder documents in bulk
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This action is not available in the root folder of document browsing, since it is not allowed for folders and forms. |
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Clicking on this option opens the window in which you can change the properties of multiple documents in bulk. For more information, see Changing documents in bulk. |
Filter content of a folder
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01. Find and access the folder for which you wish to filter the content.
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Clicking on this option opens the window in which you can define the data by which the content of the folder will be filtered. For more information, see Filter content of a folder. |
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Get the folder's main list
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01. Find and select the folder for which you wish to obtain the main list.
02. Click on More, located in the action bar on the top left of the window.
03. Click on Main list
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Clicking on this option opens the window in which you can define the data that should be displayed on the main list of the folder. For more information, see Get main list of a folder. |
Access the transfer area
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01. Find and access the folder for which you wish to add folders or documents by using drag and drop.
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Clicking on this option opens the window to which you can drag the content to be posted. For more information, see Access the folder transfer area |
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View priority of folder content
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01. Find and access the form for which you wish to view the priority of content.
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Clicking on this option opens the Priority column, next to the Code column, in which you can view and define a numerical priority for folders and documents, as well as sorting them by priority. To do that, simply click on the column to sort the content. |
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Hide priority of folder content
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01. Find and access the form for which you wish to hide the priority of content.
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Clicking on this option hides the Priority column for the folder content. |
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Add document to folder
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This action is not allowed in the root folder of document browsing. |
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For more information about all the actions available to documents in a folder, see Document. |
Add external document to folder
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This action is not allowed in the root folder of document browsing. |
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Clicking on this option opens a window in which you can create an external document. For more information about available actions, see External document. |
Add multiple post to folder
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This action is not allowed in the root folder of document browsing. |
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Clicking on this option opens a window in which you can create a multiple post. For more information about available actions, see Add new multiple post. |
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Add article to folder
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This action is not allowed in the root folder of document browsing. |
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Clicking on this option opens a window in which you can create an article. For more information about available actions, see Article. |
Add form to folder
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01. Find and access the folder to which you wish to add a form.
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In the root folder, this option can also be found directly in the action bar on the top left of the window. Clicking on this option opens a window in which you can post a previously created form. For more information about available actions, see Add new form. |
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Add report to folder
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This action is not allowed in the root folder of document browsing. |
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Clicking on this option opens a window in which you can post a previously created report. For more information about available actions, see Report. |
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Add application to folder
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This action is not allowed in the root folder of document browsing. |
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Clicking on this option opens a window in which you can create an application type document. For more information about available actions, see Application. |
Delete folder
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01. Find and select the folder you wish to delete.
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Clicking on this option opens a message stating that the folder has been deleted. However, it is only deleted from the document browsing structure, and will remain in the Bin. When Quota control is active, the space occupied by this folder in the parent folder will be freed only when the form is deleted from the Bin. For more information on how to restore or definitively delete the folder from the platform, go to the Bin. |
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| Informações | ||
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This documentation is valid as of the 1.56.10 3 update. If you use a previous update, it may contain information different from what you see on your platform. |
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