Add Folder Dialog Box

Use the Add Folder dialog box to verify the location in which a new Document Management folder will be added and to specify the title of the new folder, or to change the title of an existing folder.

Location

To display the form, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > General > Document Management.
  2. On the Document Management form, select the folder to which you want to add a child folder or sibling folder.
  3. In the Folders grid, click Insert.
  4. Specify whether you want to add a child folder or a sibling folder.

Contents

Field Description
Create new child under/Create new sibling next to

The root folder associated with this new child or sibling folder displays.

If you insert a child folder, then Create new child under displays. Your new folder is added as a subfolder beneath this folder.

If you insert a sibling folder, then Create new sibling next to displays. Your new folder is added next to (on the same level as) this folder.

New folder title Enter a name for the new folder.
OK Click this button to add the folder.
Cancel Click this button to cancel the new folder.