› Organize documents and folders › Content restructuring › Creating folders

Creating folders

Depending on workflow design, you can create one or more folders in the Navigator Panel to organize the documents in the workflow.

For example, if several documents are linked by a single customer, you can create a folder to group the documents together so they can be processed at the same time. The new folder is added as a child of the selected folder. The new folder inherits all of the folder fields from the parent folder. You can display these field values for validation.

After creating the new folder, you can move documents into the new folder and move the folder to another location.

You can also create dynamic folder names.

  1. Right-click on the folder where you want to create a child folder.

    The workflow design may limit the number of nested folder levels.

  2. From the context-menu, select Create Folder.