Edit Folder Contents

From the Edit Contents tab on the Folder Details page you can view a list of the documents and sub-folders that are currently part of the selected folder, as well as add items to the folder.

You can perform these actions on the Edit Contents tab:

Print List: Displays the Print List window with the contents formatted for printing. Select Print from your browser's File menu.
Create Folder: Create a new folder and add it to the contents of the currently selected folder.
Import Document: Import a native file to the current folder.
Add Items: Displays the Search window so you can search for and select items to add to the folder. If you select a single item, the Folder Item Property Update window is displayed for you to fill out. If you select more than one item to add to the folder from the Search Results tab, the most recent versions are linked to the folder with their Document Name set as the Display Name.

Note:
When working with RM, you cannot add a File Part to a Folder, nor can you add a Folder to a File Part.
Move Up: Moves the selected item(s) up in the contents listing. Select Update Order to save your changes.
Move Down: Moves the selected item(s) down in the contents listing. Select Update Order to save your changes.
Update Order: If you have moved items up or down, click this button to save your changes to the contents listing.
Restore Default Order: Restores the default order of items in the folder. The default order is the order last saved by clicking Update Order. If you have never saved changes to the order, the default is the order in which items were added to the folder.
Actions Menu: Use the Actions Menu to perform functions against items in the list. Click the Actions Menu in an item's row to perform actions against a single item. Select multiple items in the folder and click the Actions Menu on the toolbar to perform actions against multiple items.
Actions specific to items within folders include:
- Remove: Removes the selected item(s) from the folder. The item will still exist in the DM Library.
- Update Property: Displays the Folder Item Property Update window in order for you to change the Display Name for the item or change what version is linked to the folder. See Update an Item's Properties.

Click Modify Columns to modify the columns displayed on the Folder Contents page. See Modify the Search Results Columns for instructions.

Note

Note:
Changing the order of items in the folder with Move Up and Move Down changes the actual order of items in the folder.

If you import a document into the selected folder and then change the Document Name on the Profile using the Details icon, the Display Name for the imported document will be the original Document Name. The Display Name is not updated to the new Document Name until you click the Update Property button and make the change.

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