Creating folders
If you want to add a single new sub-folder to a certain folder, given you have the necessary permissions, proceed as follows:
- Select 'Data Room' in the navigation menu on the left to access the data room index, and open the index context menu with a right mouse click onto the folder, to which you want to add a new sub-folder.
- Select the 'Create' sub-menu option 'Create folder' to open the 'Create folder' modal dialog.
- At 'Index point description' select the exact index position for the new sub-folder in the selected target folder. By default the first free index position will be offered, but any other unused index position can be selected as well. Also enter the intended index description for the new folder with up to 200 characters.
-
Administrators
can select if permissions for the new folder should be inherited from the
parent folder, or permissions should not be set at all. Other users permitted to create new folders cannot choose
permissions. Their new folder will inherit permissions from its parent folder automatically.
'Inherit from parent folder' means that the new folder will show the same permissions for different user groups after the creation, as already set for the parent folder.If other permissions should apply afterwards, please choose 'Administrators only' and then set the intended permissions after the new folder has been created.
- When everything is ready and set, click on 'Create' to create the new folder. It will be added to the index at the intended position.
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