Use this dialog box to create a new folder. The new folder is created as a new child level of the selected folder. This is also where you select a metadata form and enter metadata.

Form: Select a metadata form. Click the arrow icon to change the order of the items in the list.

Filters: Use this field to restrict the list of available forms or to search for a form.

The default fields are explained in the following section. There may be additional fields depending on the metadata form.

'Basic' tab

Short name: Assign a short name for the folder here.

Date: Select the document date using the calendar function.

'Extra text' tab

If required, enter additional information on the document to the text field.

'Options' tab

Personal identifier: If the entry relates to a person, enter information that enables you to identify the relevant person in this field.

End of deletion period: In the "End of deletion period" field, you specify the date on which the entry must be deleted at the latest. You can enter the date using a calendar dialog box. To do so, click the button with the calendar icon to the right of the text field.

Please note: If you do not complete the Personal identifier and End of deletion period fields, a disabled dialog box will appear indicating that no personal identifier has been specified.

End of retention period: In the "End of retention period" field, you specify a retention period for the entry. You can enter the date using a calendar dialog box. To do so, click the button with the calendar icon to the right of the text field.

Please note: The retention period must end before the deletion period.

Entry type: The entry type identified by the client is displayed here. If necessary, select another entry type from the drop-down menu.

Font color: Specify the color that you want the entry (folder or document) to be displayed in ELO.

Sorting: Define the sort order of the contents of the corresponding folder in the Sorting field.

• Manual: You can move the entries within the folder manually. To do so, the folder must be opened in the list view.
• Alphabetical ascending: Entries are sorted ascending from A to Z.
• Alphabetical descending: Entries are sorted descending from Z-A.
• Filing date: The entry with the most recent filing date is at the bottom.
• By filing date descending: The entry with the most recent filing date is at the top.
• Document date: The entry with the most recent document date is at the bottom.
• Document date descending: The entry with the most recent document date is at the top.

Enable quick preview for documents in the folder (folders only): Use this option to view the first document in a folder in the viewer pane as soon as you click the folder.

Starting point for replication: If this option is enabled, you only replicate the selected entry and not the parent folders. This option allows you to replicate parts of repositories that are not filed to identical repository structures. First, you have to enable this option and then assign the folder to a replication set (Ribbon > Organize > Properties > Assign replication sets). You will find more information in the chapter Replication sets.

'Permissions' tab

On the Permissions tab, you can see which permissions settings have been made for the selected entry (folder or document).

Select user/group: In the Select user/group field, select a user or group that you want to change the permission settings for.

In the area below the Select user/group field, you can see which users or groups permission settings have already been made for. Click a user or a group in the list to edit these permission settings.

You can set the following permissions:

• View (R): Users with View permissions have read access to the selected entry. They can view the content of the entry.
• Change metadata (W): Users with Change metadata permissions can edit the metadata for the selected entry.
• Delete (D): Users with Delete permissions can delete the selected entry.
• Edit (E): Users with Edit permissions can edit the selected entry.
• Edit lists (L): This permission only applies to folders. Users with this permission can change the content of the respective folder. For example, it is only possible to create documents in this folder or move documents from the folder with Edit list permission.
• Change permissions (P): Users with the Change permissions right can change the permissions to the selected entry.

Information: Options that are not applicable are shown in italics and enclosed in pointy brackets.

Personal Click Personal to assign yourself sole access to the respective entry. All other permissions will be removed.

AND group: AND groups are useful if you only want to assign permissions to the users in a group that are also members of another group. To create an AND group, select two groups and click AND group.

Show members: If you selected a group, you can click the Show members button to view the group's members.