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 More Actions menu.
  3. Select  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 More Actions menu.
  3. Select  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