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Edit Folder Dialog

 
Use this dialog to configure each folder in the Document Manager tree.
 
Edit Folder Dialog
1

DIALOG TOOLBAR

1. DIALOG TOOLBAR
2

PERMISSIONS TAB

2. PERMISSIONS TAB
3

PATH FIELD

3. PATH FIELD
Read only. The path through the Document Manager tree to the current folder.
4

FOLDER NAME FIELD

4. FOLDER NAME FIELD
Description Field. This field can also be edited by right clicking in the Document Manager tree and selecting "Rename" from the flyout menu.
5

DEFAULT TYPE FIELD

5. DEFAULT TYPE FIELD
Type Field. Files added to the folder will default to this type but they may be individually edited.
6

DEFAULT CATEGORY FIELD

6. DEFAULT CATEGORY FIELD
Category Field. Files added to the folder will default to this category but they may be individually edited.
7

ENABLE VERSIONS CHECKBOX

7. ENABLE VERSIONS CHECKBOX
Default is unchecked. If this box is checked, each time a duplicate of a file is added to the folder PMWeb will automatically increment the Version field. This can be used in conjunction with the "Show Latest Versions Only" option in the File Actions dropdown.
8

DUPLICATE FILES OPTIONS

8. DUPLICATE FILES OPTIONS
Select a radio button to determine what happens when PMWeb detects that duplicate files are being added to the folder. A duplicates is a file with a name and extension that matches a file already saved in the folder. Options are:
  • Overwrite duplicate files - The previously saved file is deleted and the new file is saved
  • Skip duplicate files - The previously saved file is unchanged and the new file is not saved
9

DEFINE ATTRIBUTES SECTION

9. DEFINE ATTRIBUTES SECTION
Use this table to define custom attributes for the folder. Each time a file is added to the folder the Update File Dialog automatically prompts the user to enter file metadata for the attributes fields defined here. When you click the Add button a new line is added to the top of the table:
 
Type a name in the Attribute column and then select a data type in the Type field. Three checkbox options are available:
  • Required - Default is unchecked. If checked, the user is required to enter data in every attribute field for every file being added to the folder.
  • Unique - Default is unchecked. If checked, no two files in the folder can have exactly the same data in any of the attributes fields.
  • Show in grid - Default is checked. If checked, the field appears as a column in the Document Manager Files table.