The folder configuration menu can be found on the document settings page.
By setting up a configured folder you can enhance the way documents are handled in that workflow.
The following topics will be described in this article.
Folders table
Folders can be configured in the folders table which can look something like this:
Configured folders filter
Towards the top of the table a filter can be found for configured folders.
All folders
See all folders in the project.
Configured folders
See which folders that are configured in the project
Folders column
Here you see all the folders in the project.
Clicking on the arrow or anywhere on this column will expand the folder so you see its sub folders.
If you hover over the icon or name of a folder you will see a link icon which you can click to open the folder
This can help a lot with seeing the results of the configured folder after configuring it.
Add configuration
Click the + button to the right of a folder to open the folder configuration dialogue.
If there are configurations in sub folders you will not be able to make a configuration for the folder.
Preview configuration
If a configuration is set for a folder you will be able to quickly see what configuration has been set by clicking on the eye icon.
The configuration preview can look something like this:
Edit configuration
If a configuration is set for a folder you will be able to edit it by clicking on the pencil icon.
Configuration inheritance
If a configuration has been set in a parent folder, all its sub folders will inherit its configuration.
Naming convention column
Here you see which naming convention blocks are configured for a row
Custom fields column
Here you see which custom fields are configured for a row
Folder configuration dialogue
The folder configuration dialogue can look something like this:
Naming convention
If you have naming conventions set up on the naming convention page in project settings you will be able to choose what folder the naming convention gets applied to here.
When applying a convention all new documents in the folder and subfolders have to:
Be named according to the naming convention
Have a document name which cannot be edited while the convention is active
Stay in the folder they were uploaded to and cannot be moved
To remove a naming convention press the X.
Custom fields
With custom fields you will be able to assign custom fields on all documents in this configuration.
Custom fields can either be set for the whole document or for each revision.
Access required to change the field: Write
Custom document fields
Values will be stored on the document
Example on custom fields: "Document description", "Document note", etc...
Custom revision fields
Values will be stored on each revision of the document
Only values stored on the latest revision will be displayed together with the document.
Examples on custom fields: "Revision comment", "Approval status", etc...
Name
The name of the custom field
Type
The type of the custom field.
The type can either be text, dropdown, integer or decimal.
Is required
If a field is required it always has to have a value.
Note: A default value will need to be set as the document will have to have a value upon upload.
Default value
If a default value is set, this value will be set for the field for all documents uploaded after the configuration is confirmed unless it is changed later.
Assign QR code
With QR code stamping you will be able to select if you want this function to be turned on for a folder here.