Common Components Help

AEF Help

Creating a Folder or Subfolder

If the workspace creator used the Workspace Wizard to create the workspace, the creator probably created folders and subfolders for it. Workspace Leads and designated workspace members can create additional folders and subfolders as needed.

Another way to create folders and subfolders is to clone the structure of an existing folder/subfolder. See Cloning a Folder or Subfolder's Structure.

To create a folder or subfolder

1. Click My Desk > Team > Workspaces. Then click the Name of the workspace.
2. From the workspace category list, click Folder.

The Folders page lists any folders that have already been created for the workspace.

3. To create a new top-level folder for the workspace, click Create New from the page Actions menu.

To create a subfolder, click the folders Name from the Folders page. Then click Subfolders from the folder's category list. From the Subfolders page, click Create New from the page Actions menu.

To create a subfolder within a subfolder, drill down to the Subfolders page that lists the subfolder you want to create a subfolder for. Click the Name of the subfolder, then click Subfolders from the subfolder's category list. From the Subfolders page, click Create New from the page Actions menu.

4. Enter a Name for the folder.

This is the name you will use to track the folder so it should be short and descriptive. Top-level folders within a workspace cannot have the same name. Subfolders within a folder or subfolder also cannot have the same name. Subfolders can have the same name if they are within different folders/subfolders.

Or for top-level folders:

1. Choose the name of a predefined folder by clicking .

If no folders have been predefined for your system or if all predefined folders have been added to the workspace, the Browse button is unavailable.

2. Choose a predefined folder.
3. Click Done.
5. Enter a Description for the folder to describe the folder's intent or purpose. If you chose a predefined folder, you can edit the description.
6. Click Done.

If you added a top-level folder, it inherits the default accesses set at the workspace level. If you added a subfolder, it inherits the accesses defined for its parent folder. You can add additional accesses as needed. See Defining Access to Folders and Subfolders.