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Create and rename folder

ClosedPrerequisites: Roles and permissions

Roles

Area Function Admin Designer User Guest
Folders
Create folder x x

Permissions

Area Function Edit Limited (Edit) View
Folders
Create folder x

Create folder

  1. eManage > Projects
  1. Either click Overview to create a folder of the first level or click a folder in which the new folder is to be created.
  2. Click New folder.

    3. The Create new folder dialog opens.

  3. Enter the name of the new folder.

    4. Folder names should be assigned once and should be unique! If a folder name is assigned multiple times, these folders cannot be moved into a shared folder.

  4. Click Create.
  5. The folder is created.

Rename folder

When a folder is renamed in eManage and a project in that folder is published to eView, the new folder name is displayed in eView as well.

  1. eManage > Projects
  1. On the folder, click the icon.
  2. Click Rename.

    3. The dialog opens.

  3. Enter the new name for the folder.

    4. Folder names should be assigned once and should be unique! If a folder name is assigned multiple times, these folders cannot be moved into a shared folder.

  4. Click Rename.
  5. The folder has been renamed.

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