Organize documents

Create folders and subfolders to organize your documents and to set up a folder tree that suits your needs. Move, copy and delete folders and documents to adapt your folder tree if required. Organizing documents requires sufficient permissions.

Note: You can also use folders to set up document-related permissions and to enforce the use of templates for specific folders or document types.

To organize documents, the following actions are available. Access these actions from the context menu of the Navigator, the File menu, or the toolbar.

Icon Action Description
New folder Creates a new subfolder in the selected folder. The new folder inherits the security settings and folder attributes of its parent.
Move Moves the selected document, template, or folder to a different folder, retaining the document and folder keys. You can use an existing folder as the target folder or create a new folder.
Copy Copies the selected document, template, or folder. The copies receive new keys. You can create a copy in the same or a different folder, or you can create a new folder for the copies.
Delete Deletes the selected document, template, or folder.
Important: Deleted documents and folders cannot be restored.