Working with Folders

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Working in KnowledgeTree's Web Interface > Browse Documents > Working with Folders


You use the About this folder and the Actions on this folder menus in the Folder View of Browse Documents to work with folders.

 

Note: Only those actions for which the currently logged in user has permissions on the current folder display in the menu.

 

IMPORTANT - ELECTRONIC SIGNATURES!

When KnowledgeTree's electronic signatures functionality is enabled for your system, you will need to re-authenticate (enter your KnowledgeTree username and password) when performing most actions on documents and folders.

 

 

About this folder

Display Details - the default view of the folder, shows folder content and details

Note: This option displays only if you

have permissions for the action.

 

Folder Transactions - displays a transaction history for the currently selected folder

 

 

Actions on this folder

Upload Document - adds a single document to KnowledgeTree from your local computer or network

 

Add a Folder - creates a new KnowledgeTree folder

Note: This option displays only if you

have permissions for the action.

 

Add a Shortcut - adds a shortcut to a selected folder, from within the current folder

Note: This functionality is only available

in KnowledgeTree Commercial Editions.

 

Allocate Roles - define the roles who should have permissions on the folder

Note: This option displays only if you

have permissions for the action.

 

Bulk Download - exports a collection of your KnowledgeTree documents and folders in a zipped file to a destination location you specify

Note: This option displays only if you

have permissions for the action.

 

Bulk Upload - uploads a zipped file (that may contain a number of files and folders) from your local computer

 

Permissions - displays the groups and roles who have permissions on the folder

Note: This option displays only if you

have permissions for the action.

 

RSS - generates a RSS link (URL) for the current folder

 

Rename - allows you to change the name of the folder

Note: This option displays only if you

have permissions for the action.

 

Usage Information - displays reports, by user, general activity on the folder, or by workflow and document type

Note: This functionality is only available

in KnowledgeTree Commercial Editions.

 

 

 


© 2008, 2009 KnowledgeTree Inc. - Document Management Software
This work is licensed under a Creative Commons Attribution 3.0 License.
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