If your account is connected to
Deltek PIM, you can modify the document settings for a folder to update the available document property fields. If the folder is a parent folder, you can apply the changes to all subfolders that exist.
You must be an owner of a space, or an owner of the folder.
To edit the document settings on a folder:
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In the Navigation pane, click
Spaces.
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Click the space to navigate to it.
To search for a space, enter the name in the
Search Spaces field.
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Click the Documents tab.
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In the Folders tree, click
for the folder that you want to modify.
If the Folders tree is not displayed, click
to display it.
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In the Folder dialog box, click
on the Document Settings section header.
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Select or clear any document fields that you want to apply to documents in the folder.
By default, members can choose to enter information for document fields when they add documents to the folder. To require members to enter information for a particular field, select the respective check box in the
Required column. If any documents exist in the folder that do not have details specified for a particular field, you cannot make the field mandatory until you update those documents.
Note: If the project space is linked to a project in
Deltek PIM, and you set a field as required, any documents in the mapped document pool in PIM that do not have information entered for the field will not sync with the folder in
Collaboration.
- Optional:
To apply the same document settings to any existing subfolders, select the
Apply to all sub-folders check box.
Note: To apply the settings to sub-folders, you must have the required permissions to update those folders. You cannot set a property as mandatory if any documents in any of the sub-folders are missing the required property.
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Click
Save.
> View Properties for the folder that you want to modify.
If the Folders tree is not displayed, click