Inherited properties
When checked, the option found in this column determines that the corresponding field is a property inherited from the parent folder, i.e., it will not be enabled for editing. The option found in this column is not enabled when the folder is created in the root folder, since the root will be the parent folder that will determine the properties for the sub-folders below it. If the folder is a sub-folder of an existing folder in the root, this option is checked by default and the properties inherited from the parent folder, and you can change them if you wish.
Properties
Document type Type of document to which the folder belongs. Subject Subject to which the folder belongs. For more information, see Platform ❙ Subjects. Notify? When checked, this option determines that a notification will be sent by e-mail when documents are posted within that folder for users that have the folder subject as a subject of interest. Create unmodifiable version/review When checked, this option determines that you can only make changes to the folder by creating a new version or review of it, because the current version is unmodifiable. Version/review Version control method applied to the folder. The available options are: - New review: when it is selected, all changes made result in a new reviewed version of the current document. It is normally used when the document has a slight change. As you choose this option, the contents of the document can be changed and its original creation date will be changed to the date it was last changed due to the creation of a new review.
- New version: when it is selected, all changes made result in a new document version. It is normally used when the document has a substantial change in content. As you choose this option, the contents of the document can be changed and its original creation date will be changed to the date it was last changed due to the creation of a new version.
- Maintain version: when selected, the current document version is maintained. It is used when the current document is no longer valid and it is necessary to replace all of the current content with new, updated content. If the document requires approval, the document’s previous content continues to be displayed until the new version/review is approved. As you choose the “Maintain review” option, the contents of the document can be changed and the date that the original version was created can be maintained, without creating a new version of the document.
Allows download and printing? When checked, this option determines that the folder allows its content to be downloaded and printed by users who have permission to do so, i.e., the Download and printing option under the folder's Security tab is checked for the user or a group to which the user belongs. Update properties of a controlled copy? When checked, this option determines that the properties required for printing a controlled copy will be updated. The controlled copy printing feature allows you to determine the target area for the copy being printed, and also allows the automatic issuance of the delivery protocol, preventing the content of controlled documents from unauthorized changes or copies. Use internal viewer? When checked, this option determines that the documents will be displayed in the platform's internal viewer. Documents are displayed in the internal viewer by default. Custom fields When checked, this option determines that customized fields to be displayed in document properties are inherited from the parent folder. If not selected, the user can click on Add field to include fields developed on the platform if it is defined that they will not be inherited from the parent folder. |