Documents and Folders › Folders › Create a Folder

Create a Folder

You can create 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 named participants. You can select individual resources from the existing participant group and give access to additional users.

Follow these steps:

1. Open the Knowledge Store or the Document Manager page for a specific program, project, or resource.
2. Select New Folder from the folder Actions menu.

   The properties page appears.

3. Complete the following fields:

   Folder Name

   Defines the unique name for the folder.

   Access

   Defines the resources who have access to this folder. 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 users not assigned to the project have access to project documents.

4. Click Save and Return.