Creating custom folders or tabs (Flexible Folders disabled)

Creating a custom folder when your organization does not use templates:

  1. Open a workspace where you wish to create a custom folder.

  2. Select the images/download/thumbnails/74458598/image2019-6-16_1-17-9.png More Actions menu.

  3. Select images/download/thumbnails/74458598/image2019-6-16_1-17-54.png New Folder.

  4. Type a name.

  5. Select Create.
    NOTE:

    • Metadata and security are automatically inherited from the parent folder.

    • When creating a custom folder with flexible folders disabled, security or metadata can be configured only after folder creation from the Properties panel.

Tab:

  1. Open a workspace where you wish to create a tab.

  2. Select the images/download/thumbnails/74458598/image2019-6-16_1-17-9.png More Actions menu.

  3. Select images/download/thumbnails/99822385/Screenshot_2020-10-01_at_4.31.09_PM.png New Tab.

  4. Type a name.

  5. Select Create.
    NOTE:

    • Security is automatically inherited from the parent folder.

    • When creating a tab without a template, security can be configured only after tab creation from the Properties panel.

Figure: Creating a custom folder or tab when your organization does not use templates

images/download/attachments/99822385/Custom_folder_or_tab_with_no_template.gif