Maintain a folder type

You can modify, delete, lock/unlock, and tag a folder, view versions of a folder and generate folder forms. You can also delete a version of a folder.

1. Navigate to Capture > Folders.

   By default, the folders available within your working category are displayed.

2. To display the folder within a specific category, select the category on the Category list.
   The folders from the selected category are listed.

   Alternatively, to display a specific folder, enter the name of the folder in the Search field and select .

3. To unlock a folder, on the context menu of the folder to unlock, select Unlock.

   The Unlock option is only available for a locked folder. You can again lock a folder. When you open an unlocked folder, a message appears to confirm whether to lock the folder for modification. Once you confirm locking, the folder is locked.

4. To modify a folder:
   1. On the list of folders, select the folder to open for modification.

      The folder opens in the Design view, in a new browser tab.

   2. Make changes as needed.
   3. Select Save.
5. To view versions of a folder, on the context menu of the folder, select Versions.
   A popup displaying a list of versions appears where you can view the resource that modified it, the last modified date, and comments (if any).
6. To delete a folder, on the context menu of the folder to delete, select Delete.

   • You cannot delete a folder when it is in use as an initialization variable, however you can delete all documents within that folder.

   • You can delete a folder even if there are jobs associated with it.

   On confirmation, the selected folder is deleted.

7. To delete a version of a folder:
   1. On the context menu of the folder, select Versions.
      A popup displaying a list of versions appears.
   2. On the context menu of the folder version to delete, select Delete.
      On confirmation, the selected version and all lower versions are deleted.