User Manual

Within the DMS, folder hierarchies are very important. The top level folder is the Library level.  You cannot import documents into the DMS without library folders. You also cannot create new folders without a library.

To create a library folder:

1.Select New Library.
 

2.A dialogue box will open up in which you can give your library a name and a description. You will need to choose a folder icon from the drop-down list. It is also possible to add a custom icon.
 

3.Click Create to complete your new library. Libraries are arranged in alphabetical order by default. To edit a folder's name, colour and description right click on the folder and select Folder Options.

To create a DMS folder:

1.Right click a library folder and select New then New Folder:
 

 
OR
 
Select a library folder and select New Folder on the ribbon menu.
 

2.A dialogue box will pop up as it does when you create a Library folder and you will be prompted to name your folder, select an icon and give your folder a description

3.Select Create to save your library.

To create a folder inside another folder follow the same process explained above but right click on the new folder instead of the Library folder.
 

Within the DMS you can copy an entire folder structure and paste it into a different folder:

1.Right click on a parent folder and select Copy Folder Structure
 

2.Right click on the folder into which you want the structure to be pasted and select Paste Folder(s).
 

3.A dialogue box like the one below will open up and you can specify which details of the structure you want to included when pasting.
 

4.Select Paste and the structure will be pasted into the folder you selected.
 

Folders containing sub-folders and documents can be created by drag-and-drop from the Windows File Explorer. A drag-and-drop action will begin the import process via the Import Wizard. For more detail see Importing Documents.