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Folder Management Features

Control the management of folders.

Control and organize folders to maintain folder consistency. With Document Locator®, you can apply business rules to the creation and management of folders that force consistent practices across the organization.

Folders have configurable properties such as security settings, metadata, and templates that control how elements are applied to documents created in or imported to the folder.

• Assign default document Profiles and Properties (indexing) at the folder level to minimize the effort of applying metadata during the document import process.
• Restrict folders to accept only documents that are based on specific file templates.
• Apply auto-naming templates to enforce consistent file naming standards within specific folders.
• Create and assign default column views in Windows Explorer to ensure the displayed data is in the appropriate layout, and includes custom metadata.
• Assign default workflow routes that are automatically initiated when a document is imported to a folder.

Related Info

• Document Management Software
  Capture, manage, and share paper, email, and digital documents.
• Document Metadata
  Customize document properties and profiles.