Objective

You want to create a new folder in ELO.

Step by step

1. Open the Repository work area.

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

3. On the ribbon, click New folder on the New tab.

The Metadata for new folder dialog box opens. The Folder form is selected by default.

Information: In the Metadata for new folder dialog box, you only see forms in the Available forms column that have been assigned the Folders usage option in the metadata form manager of the ELO Administration Console.

4. Enter the name of the new folder to the Short name field.

Information: The more detailed your entries are, the easier it will be for you to locate the folder.

5. Click OK after entering all information.

Result

A new folder is created. The folder can be used for filing documents or for creating additional child folders.

Create 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 the folder that you want to add a default index to.

3. On the ribbon, click Organize > Structure > Insert default index.

The Insert default index dialog box appears.

4. Click the desired default index.

Result

The default index is inserted into the folder.

Create a default index

You can save the existing child structure of a folder as a 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 that contains the child structure you want to save as a default index.

2. On the ribbon, click Organize > Structure > Save as default index.

The Save as default index dialog box appears.

3. Enter a name for the new default index.

Optional: Select the desired options in the check boxes.

4. Click OK.

Result

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