This feature creates a folder and its subfolders.
Access the DMS from the left pane.
The DMS page opens in a new page, as shown in the example below. Navigate to a DMS Source to view the subfolders.
Use the “Search” text box to filter the folder list.
Select the folder in the table and click the “Access” icon to view the folder access information.
The “Access Details” are displayed in a pop-up window, as shown in the example below. As observed, the folder and its contents are configured to be accessible to some users or application roles.
Select a DMS folder. Click Actions > Create Folder menu.
Provide the folder name and description. Click the “Create” button.
The folder is created, and a confirmation message appears in the top-right corner.
Click the ellipsis to view the context menu for this folder. You can navigate to the “Copy, Rename, Remove, Create Subfolder, Upload Document, Get URL, Download as ZIP, AI Copilot, View History, Folder Permissions, Default Document Permissions, Archive, and Details” features. Select the “Create Subfolder” menu option.
Provide the new subfolder name, then click the “Create” button.
The subFolder is created, and a confirmation message appears in the top-right corner.
Click to expand the folder to view the subfolder and contents.
Hover over the folder to view the description.
Click the ellipsis to view the context menu for this folder and select the “View History” menu.
The “View History > Folder” displays the history information.
