Creating a folder structure

On the Templates page, select a template for which you want to create the folder structure. The Templates details page appears and displays the details the following details:
- Properties
- Profile
- Security
Select adjacent to the template name. A drop-down lists the following folder types:
- Folder
- Search Folder
- Tab
Choose a type of folder you want to create. The Create <folder type> dialog box appears.
Enter information based on your selection:
- Folder: See Table: Folder
- Search Folder: See Table: Search Folder
- Tab: See Table: Tab
NOTE:
- The names of custom fields appear in the user interface (UI) depending on captions set for them^.
  For example, if Custom1 is captioned as client, Custom1 appears as Client in all the other UI dialog boxes. This applies to all attributes including the ones that appear on Add Fields drop-down list.
- All properties appear in the Field drop-down list. To add additional custom fields, select from the drop-down list and Add Fields to add to the form.
- For Search Folders, multiple values for Custom1-12, Custom29-30, Class, Subclass, Author, and Operator can be defined by selecting the items from the drop-down list that appears when you start entering the values. These are saved as comma-separated values. The search is performed based on the OR condition if there are multiple values.

Table: Folder: Enter the following Folder details and select Save.

Property	Sub Property	Description
Folder Name* (Mandatory field)		Name of the folder. Set the name property by entering a value, or populate it using `Custom1-12`, `Custom29`, or `Custom30` by defining it in the format `%CXXALIAS%`. For example, if `Custom1` value is `9999`, `%C1ALIAS%` sets the description as `9999` on the folder.
Folder Name* (Mandatory field)	Folder Type drop-down list	Choose one of the following options. When set to Workspace Creation , the folder is automatically created at the same time the workspace is created. When set to Required, the folder is automatically created when the parent container (workspace, folder, or tab) is created. At the workspace level, Required has the same behavior as Workspace Creation. When set to Optional, the folder can be create
Description		Enter the description for the folder. Set the description property by entering the value, or populate it using `Custom1-12`, `Custom29`, or `Custom30` by defining it in the format `#CXXALIAS#` or `%CXXALIAS%`. For example, if `Custom1` value is 9999, `#C1ALIAS#` sets the description as `9999` on the folder.
Allow user to rename this folder		NOTE: This setting is available only for folders that are set to Optional or Required. If a folder is set to be created at the time the workspace is created (using the Workspace Creation option above), users are never allowed to change the folder name. Enable users to change the name of this folder after it has been created. Default: Disabled (NO) NOTE: The legacy option to Retain the template Prefix/Suffix is no longer provided.
Email		Enter an email address for the folder, or select the Auto-generate email address check box to have iManage Work create an email address for this folder.
Profile
Inherit all values from workspace		If enabled, the inherited properties are populated with value "%WORKSPACE_VALUE%".
Author		Enter the name of the author for the folder.
Class		Enter a class for the folder.
Security
Default Security		Default security to be applied on the folder. Inherit: Derive the security properties from parent folder. Private: Confidential folder. Public: Non-confidential folder. View: Available only for viewing.
Explicit Access		Provide an explicit access for particular users or groups.

Table: Search Folder: Enter the following Search Folder details and select Save.

Property	Sub Property	Description
Search Folder Name* (Mandatory field)		Name of a search folder.
Search Folder Name* (Mandatory field)	Folder Type drop-down list	Choose one of the following options. When set to Workspace Creation , the folder is automatically created when the workspace is created. When set to Required, the folder is automatically created when the parent container (workspace, folder, or tab) is created. When set to Optional, the folder can be created by a user at any point after the parent container has been created.
Description		Enter the description for the folder. Set the description property by entering the value, or populate it using `Custom1-12`, `Custom29`, or `Custom30` by defining it in the format `#CXXALIAS#` or `%CXXALIAS%`. For example, if `Custom1` value is 9999, `#C1ALIAS#` sets the description as `9999` on the folder.
Allow user to rename this folder		NOTE: This setting is available only for search folders that are set to Optional or Required. If a search folder is set to be created at the time the workspace is created (using the Workspace Creation option above), users are never allowed to change the search folder name. Enable users to change the name of this search folder after it has been created. Default: Disabled (NO) NOTE: The legacy option to Retain the template Prefix/Suffix is no longer provided.
Search Criteria	Sub Property	Description
Search through	Documents and Emails	Selected by default. Search for documents as well as emails.
	Documents	Search documents only.
	Emails	Search emails only.
Doc. Number		Enter document number. Select the relevant option from the following drop-down list:
Version		Enter document version. Select the relevant option from the following drop-down list:
Description		Enter description of a document or email.
Inherit all values from workspace		Default: Disabled. If enabled, the inherited properties are populated with the value "%WORKSPACE_VALUE%".
Author		Enter the name of an author for the folder. It also supports the variables %USERID%, %MYEMAIL% and %MYFULLNAME%, to populate current user’s ID, email address, and full name respectively.
Class		Enter a class for the folder.
Operator		Enter an operator for this folder. It also supports the variables %USERID%, %MYEMAIL% and %MYFULLNAME%, to populate current user’s ID, email address, and full name respectively.
Look for	Location drop-down list	Search for content on the chosen location.
Look for	Language drop-down list	Search for content on the chosen language.
Security		Description
Default Security		Set the folder's default security. Select the drop-down list to view the following options:
Explicit Access		Search for or enter the user or group name to provide explicit access.

Table: Tab: Enter the following Tab details and select Save.

Property	Sub Property	Description
Tab Name* (Mandatory field)		Name of the tab.
Tab Name* (Mandatory field)	Folder Type drop-down list	Choose one of the following options. When set to Workspace Creation , the folder is automatically created when the workspace is created. When set to Required, the folder is automatically created when the parent container (workspace, folder, or tab) is created. When set to Optional, the folder can be created by a user at any point after the parent container has been created.
Description		Additional information about the folder. Set the description property by entering the value, or populate it using `Custom1-12`, `Custom29`, or `Custom30` by defining it in the format `#CXXALIAS#`. For example, if `Custom1` value is `9999`, `#C1ALIAS#` sets the description as `9999` on the folder.
Allow user to rename this folder		NOTE: This setting is available only for tabs that are set to Optional or Required. If a tab is set to be created at the time the workspace is created (using the Workspace Creation option above), users are never allowed to change the tab name. Enable users to change the name of this tab after it has been created. Default: Disabled (NO) NOTE: The legacy option to Retain the template Prefix/Suffix is no longer provided.
Security		Description
Default Security		Inherit: Derive the security properties from parent folder. Private: Confidential folder. Public: Non-confidential folder. View: Available only for viewing.
Explicit Access		Provide an explicit access to particular users or groups.

The folder and its properties are added to the template. Similarly, you can add more folders and/or sub folders to the template, and create a folder structure per your business needs.