Information

With this function, you can create a circulation folder with contents from a file or case. In addition, you can file elements within a circulation folder that are not part of your filing plan. With this circulation folder, you can start one or more routines.

Method

1. Select the file, case, or document you want to use to create a circulation folder.

To select multiple files, cases, or documents, select the parent element. In the table view, select the entries you want to reference in the circulation folder: Press and hold the CTRL key and click all the entries you want to select. If all the entries you want to select are in a row, press the SHIFT key then click the top-most and bottom-most entry you want to select.

2. On the Public Sector tab, click Create circulation folder.

In the Create circulation folder dialog box, you can select a preconfigured routine in the Routine template field. Alternatively, you can leave the field blank and define a custom routine after creating the circulation folder. You can also select a preconfigured routine and change it before starting it.

Information: If a user does not have permission to the contents of a circulation folder, they will only see the circulation folder and not its contents. You can bypass this by enabling the Extend permissions option.

Result

The circulation folder is created in the Circulation folders folder, which is not part of the filing plan.

The selected elements are referenced in the circulation folder. As a result, the circulation folder always contains the latest versions.

Outlook

Now that you have created a circulation folder, you have to start the routine.

Refer to the chapter Start a routine to learn how to define or edit a routine.