Create and manage simple folders

Create a new, simple folder

  1. Click the New... button and

  2. Select Folder > Simple folder from the drop-down

  3. On the General tab, type a unique name for the new folder in the Folder name field
    Note: Two folders at the same level in the folder structure cannot have the same name

  4. On the Instructions tab, type the message to be shown when opening the folder.
    This is strongly advised in order to explain users what type of information to be entered in a given folder and instructions on how to add it.

  5. On the Access rights tab, Choose access level or accept the default settings.

  6. Click the Save button to create the folder

Modify folder settings

Modify a simple folder's properties by

  1. Opening the folder (by clicking it) and select Settings (next to the breadcrumb)
    or
  2. Right-click the folder and select Settings from the context menu
    or
  3. Tick the folder in the folder list and select More options > Settings

  4. Make your changes to any of the tabs and

  5. Click the Save button

Move a folder

  1. Select the folder in question and click More options > Move to...
    alternatively
  2. Right-click the folder and select Move to... 

  3. Select the room into which you want to move the folder in the Move to pop-up window

  4. Click on the destination folder and

  5. Click the Move button

You can also utilize the Windows Clipboard by

  1. Selecting the Cut function

  2. Using the Interaxo client to navigate to the destination folder and

  3. Click the Paste button

Note: You can even move folders by using drag & drop.

 

 Copy a folder

  1. Select the folder and click More options > Copy to... 
    alternatively
  2. Right-click the folder and select Copy to...

  3. Select the room into which you want to copy the folder in the Copy to pop-up window

  4. Click on the destination folder and

  5. Click the Copy button

You can also utilize the Windows Clipboard by

  1. Selecting the Copy function

  2. Using the Interaxo client to navigate to the destination folder and

  3. Click the Paste button

Deleting a folder

In order to be able to delete a folder, you have to be granted Delete access rights to it, e.g. by being the owner. This is how to you delete a folder:

  1. Tick off the folder in the list view and select the Delete button
    alternatively
  2. Right-click the folder and click Delete 

  3. Confirm deletion by clicking the Yes button

 

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