Use this dialog to configure each Document Manager folder. The dialog can be opened by clicking the Settings button in every folder except the Document Manager root folder and the root folders of Locations, Projects, and Shared. It can also be opened by selecting "Edit" from the context menu that opens when you right click on a folder in the Explorer Pane or by selecting a folder and clicking the Edit action button in the Details Pane. See Document Manager for more information.
Folder Name Field - Required. Type a name for the folder
Default Type Field - Type Field. Files added to the folder will default to this type but they can be individually edited.
Default Category Field - Category Field. Files added to the folder will default to this category but they can be individually edited.
Enable Versions Switch - The system default is off. If this switch is on, 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 Latest Versions Switch in the Explorer Pane Toolbar of Document Manager.
Duplicate Files Radio Buttons - The choice here determines what happens when PMWeb detects that duplicate files - identical file name and extension - are being added to the folder.
Overwrite Duplicate Files - The previously saved file is deleted and the new file is saved. This does not apply to checked out files or files in Workflow.
Skip Duplicate Files - The previously saved file is unchanged and the new file is not saved.
Instructions Field - Enter instructions for the folder here. These instructions display in the metadata section of the Details Pane and can help users understand the intended use of the folder.
Use this table to define custom attributes for the folder. Each time a file is added to the folder, the Add Files Dialog automatically prompts the user to enter file metadata for the attribute fields defined here.
Line # Field - This field cannot be directly edited. Instead, drag lines up or down in the table to renumber them.
Attribute Field - Required. Type a name for the attribute.
Type Field - A system list. Select a data type. The default is Text.
List Field - If the selection in the Type field is "List", select which list here.
Required Checkbox - The default is unchecked. If checked, the user is required to enter data in this field for every file added to the folder.
Unique Checkbox - The default is unchecked. If checked, the user is required to enter a unique value in this field for every file added to the folder.
