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Folder

Folders are used to organize and store documents and subfolders in an orderly manner.

Create Folder​

To create a folder, click the New > New Folder option in the top menu of DM Explorer. Alternatively, you can right-click the folder or repository and select New Folder from the context menu. See Create Folder documentation for more details.

Folder Download​

In DM Explorer, single or multiple file downloads can be performed. Users can easily download files using the Share > Download option in the right-click context menu or the top menu. See Folder Download documentation for more details.

Folder Favorites​

Folders can be added to Favorites for easier access. This can be done by right-clicking the folder and selecting Add to Favorites from the menu, or after selecting the folder, using the Operations > Add to Favorites option from the top menu. Folders added to favorites will appear in the Favorites list on the Document Management home screen. See Folder Favorites documentation for more details.

Rename Folder​

The Folder Rename process allows you to change the name and description of an existing folder. This operation can be performed via the right-click context menu in DM Explorer or from the top menu after selecting the folder. See Rename Folder documentation for more details.

Folder Security​

Folder access and permission management can be done through the Security tab. You can access security settings by right-clicking on the folder or selecting the folder and then clicking Open from the top menu. From here, users and groups can be assigned access permissions for the folder. See Folder Security documentation for more details.

Folder Subscription​

Using the Subscription option in the folder's right-click menu or the top menu, users can initiate a subscription that sends notifications regarding files added to the folder or file deletions. See Folder Subscription documentation for more details.

Folder Properties​

Some customizations for folders can be made through the Properties window. The properties window allows setting options like tagging, file type restrictions, indexing options, and other configurations. The folder customization process can be performed as follows: See Folder Properties documentation for more details.

Delete Folder​

When a defined folder needs to be deleted, you can right-click on the folder and select Delete from the menu, or after selecting the folder, you can use the Operations > Delete option from the top menu. See Delete Folder documentation for more details.

Folder Restrictions​

In the Properties window of repositories and folders, allowed file types and the maximum file size for a document can be restricted. This feature ensures that only documents meeting the specified criteria can be uploaded in the repository and folder. See Folder Restrictions documentation for more details.