Managing Folders


Use your Folders containers for content items that are completed or do not require your action. You can create as many folders and sub-folders, as needed, to organize content for which you are responsible. You can also adjust security, rename, delete or remove folders.

To create a new folder:

1. Right-click on the parent folder

2. Select Create Folder.

3. In the Folder Name field, enter a meaningful, short name for your folder.

4. Use the Security drop-down menu to limit access to the folder to a specific group.

5. Click Create Folder.

The system inserts the folder alphabetically by name.

To move a folder:
Left-click and hold on the item to be moved, then drag the mouse to where you want the item in the folder list.

To adjust security:
Right-click on the folder and select Modify Security. You must be authorized to adjust security on a folder.

To rename the folder:
Right-click on the folder and select Rename Folder and adjust the name, as needed.

To delete the folder:
Right-click on the folder and select Delete Folder.

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