Create Folders

A folder can stand-alone and contain documents, or it can house subfolders with documents. Only users with Knowledge Store - Administrate access can create folders at the very top of the folder tree. When you create a top-level folder, you select the resources whom you want to have access to this folder.

Make sure you are at the correct level where you want to create the folder. For example, to create a top-level folder, click the Top link on the left side of page to get to the top-most level, and choose New Folder from the Top folder’s Actions menu.

If you are adding a folder from a project, program, or resource document page, choosing New Folder from the Actions menu takes you to the Documents: Add Folder page. From this page you can specify the folder name, the default owner, and the resources who can access this folder.

Create Subfolders

You can create multiple subfolders for a top-level folder, and subfolders for a subfolder. When you create a subfolder, the application automatically gives read/write access to that subfolder to those resources you selected at the top-level. These resources are called participants. You can select individual resources from the existing participant group and give access to additional users as well.

To create a folder

  1. Select Knowledge Store from the Organization menu.

    The Knowledge Store page appears.

  2. Choose New Folder from the folder’s Actions menu.

    The Documents: Add Folder page appears.

  3. Complete the following fields:
    Folder Name

    Defines the folder’s unique name.

    Access

    Defines the resources who have access to this folder. Click the Browse icon to select additional resources from a list of resources to which you have access. You can also remove an existing resource.

    Resources are automatically grouped as participants. You to grant them access to any of its subfolders as a group.

    Allow Non-participants to Access Folder

    Indicates if you want non-participants to have access to this folder.

  4. Click Submit.

    The Knowledge Store page appears, where the folder you created is displayed in the list.