Set up / Organize documents

Creation of a new folder 
From the File menu you click on the New folder. Alternatively, you can select New Folder from the Folder List submenu.

You can finally press on the icon, in order to create a new Folder and you will see a dialogue frame defined as Folder Functions. Here you have to write the NAME of the folder. Finally, you click on OK in order to create the Folder.  

 

CAUTION:
If you have already selected a folder in the Folder List, the new folder is created as a subfolder under the selected Folder.

If you have not selected any folder, the folder is created on the upper first level.

Moving a folder
You can move a folder to another one by using the Drag and Drop method. Analytically, you simply touch the mouse indicator and at the same time you press the left button of the mouse and move the folder on the desired “destination” folder.

Deleting  a folder
After you have selected the Folder, you can delete it by just choosing the Delete function from the Folder submenu (click on Folder by using the right button of the mouse) or from the File menu. A dialogue frame appears asking you to confirm the Deletion.

Note: All documents that exist in a folder that is deleted are automatically transferred to folder “Deleted documents”.  To permanent delete those documents, delete them from the folder “Deleted documents” or just empty this folder by right clicking and selecting “Erase Deleted Documents”.

Rename of a Folde
You can rename a Folder by just selecting it and then pressing on Rename from the Folder submenu (click on Folder by using the right button of the mouse). Alternatively, you can left-click on the folder you have already selected. Then, just write the new Folder name at the position where the old name exists.

FOLDER PROPERTIES
By choosing Properties from the Folder submenu, the dialogue frame Folder Properties appears, where you can modify the name of the folder as well as the way the documents of the specific folder appears.

  By clicking the button Fields, you can define the fields and the order in which they will appear in the columns of the Document List window. On the left frame you can see all the fields of the database. On the right frame you see the fields that appear on the columns of the document List window.

 

If you select a database field that you want to appear on the columns of the document List and press the button “»”, the field is viewed on the right frame.

If you select a field from the right frame and press the Delete, the field is taken from the document List frame.

On the right frame of the Document List, you can modify the order the fields appear by just selecting the fields and moving them using up and down arrows.

 

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