Creating a Folder

Prerequisites

To create shared folders, you have to be listed in the authorizations list for the parent folder with the access authorization change folders and documents.

Procedure

Function

Procedure

Create a private folder

  1. Choose Create subfolder in the context menu of the private folder that you want to store the new folder in.

  2. Enter a name and a short description in the Folder fields.

  3. Specify whether the folder is to be indexed for faster searches

  4. Specify whether the folder contains confidential information. If this is the case, your substitute cannot access the folder.

  5. Choose .

    The folder is created and displayed in the folder tree.

Create a shared folder

  1. Choose Create subfolder in the context menu of the private folder that you want to store the new folder in.

  2. Enter a name and a short description in the Folder fields.

  3. Specify whether the folder is to be indexed for faster searches

  4. Specify the number of days after which objects are automatically deleted from the folder. If you leave this field blank, objects are only deleted automatically if an expiry date is assigned to them individually.

  5. Specify whether the folder can be accessed by all users ( client folder) or only by the users that you list on the tab page ( group folder).

  6. Specify an access authorization. In the case of client folders, this access authorization applies to all users, except those that you list on the tab page Authorizations with a different access authorization. In the case of group folders, this access authorization is automatically assigned to all the users who you list on the tab page Authorizations, as long as you do not explicitly specify a different access authorization.

  7. When you create a group folder, on the tab page Authorization specify the users who can access the folder with the assigned authorization. You can specify individual users, organizational units and shared distribution lists. In the case of client folders, you can specify the users who can access the folder with a different access authorization to that specified on the tab page Attributes.

  8. Choose .

    The folder is created and displayed in the folder tree.