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Working with document folders |
On every tab Documents you can create a folder structure. You can assign roles to a folder to determine who has acces to the contents of the folder. If you add a folder structure to a project model, the folder structure will be available in the projects you start with that model.
Create a document folder structure Step 1. Navigate to a tab Documents, for example in a project. Step 2. In the section Documents Folders, click , a dialogue box appears:
Step 3. Enter the name and description of the new folder, select a location and click OK.
Determine who can access the contents of a folder If you assign roles to a document folder, the folder is screened for everyone, except the users who have a role on the folder. Step 1. Navigate to the document folder and click Edit Roles, a pop up appears. Step 2. Assign roles to the correct users and click OK. The folder is now shielded from all other users.
Dialogue Edit Roles on document folders
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