How to create and manage an advanced folder?

To create a new advanced folder

  1. Select New ... > Active folder 
  2. Give the folder a name 
  3. Click the Fields tab to define which fields you want to include as metadata 
  4. Add Instructions if desired 
  5. Add rules for File Naming if desired 
  6. Change Access control if desired 
  7. Click Save to create the folder

 

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