Folders

A folder is a group of one or more folder types that help classify and process documents. For example, a Human Resources folder may include folder types for Recruitment, Skill Set, Salary Revision, and so on.

By default, TotalAgility contains a root folder that includes the following system-defined fields: Instance ID, Type, and No. of documents. You can create a hierarchy of folders within the root folder. Each folder can include a child folder. All custom folders automatically inherit fields from the default folder.

Once a folder type is created, you can maintain the folder type.

How to:

• Add a folder type

• Add a field group

• Add fields to a field group

• Maintain a folder type