Objective

To create a new folder in the repository.

Requirements

• You must know which folders you want to create in the repository.

Step by step

1. Start the client.

2. Open the Repository work area.

3. Select the folder in the repository that you want to create the new folder in.

4. Click New folder (on the Start tab of the ribbon).

The Keywording for new folder dialog box appears. The Folder keywording form is set by default.

Information: When keywording folders, you will only see the keywording forms in the Form selection column which the option Use as folder form has been enabled for in the keywording forms manager of the ELO Administration Console.

5. Enter a short name for the new folder.

Information: The more detailed your keywording entries are, the easier it will be for you to search for the document later on.

6. Click OK after entering all information.

Result

The new folder was created in the repository. The folder can be used for filing documents or for creating additional child folders.

Creating multiple folders

Use the Insert default index function to set up multiple folders at the same time. Use the Save as default index function to store an existing folder structure as the default index.

Information: There are no default indexes if you are installing the software for the first time. You may need to create a default index before you can perform the following steps (see below).

Step by step

1. Open the Repository work area.

2. Select a folder that you want to add a default index to.

3. Click the Insert default index button (Ribbon > Repository).

The Insert default index dialog box appears.

4. Click the desired default index.

Result

The default index is inserted. A default index was selected for the calendar months in this example.

Creating a default index

You can store the existing child structure of a folder as the default index. This lets you create a folder structure once and reuse it as often as you wish.

Step by step

1. Click the folder in the repository that contains the child structure that you would like to save as a default index.

2. Click Save as default index (Ribbon > Repository).

The Save as default index dialog box appears.

3. Enter a name for the new default index.

Optional: Select the desired options.

4. Click OK.

Result

The default index is stored and is available to you via the Insert default index function.