12.1.2.2.2 Create Folders – Object Details Tab

*Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show Latest, and your editing tool is the Web.

Create a folder from the Details tab of a Set or Folder

1. Click on the Navigation Menu Button on the top left of your screen and navigate to the Module in which you would like to create a folder (in this example, a Document Folder).

2. Choose the Set or Folder in which you would like to add a the new Folder

*It is very important that you select the right parent Set or Folder, since it cannot be modified.

3. Navigate to the Details Page of the Set or Folder in which you want to create a new Folder

4. Click the button

5. A drop-down will be generated. To add a new folder, click on the “[Module] Folder” option

6. A form will be generated where you can input the information about the new Document Folder

7. Type the name of the Document Folder on the “What is the name?” field

*The Name field is mandatory for all objects.

For this example, the name of the Folder is “Human Resources”

*The EPC automatically assigns the Document Folder to the Parent, which is the Document Set. The Parent box is blocked and cannot be edited. The Parent field is blocked and cannot be edited.

8. Type the description of the Folder on the Description field

*This field is not mandatory, but it is recommended to input a description

9. Click on the button to finish the creation of the new Folder

10. The new Document Folder “Human Resources” is now on the Document tree structure. This folder is currently a draft. To learn how to publish Document objects, click here.