Registering a Folder

Describe here is how to register a folder.

Registering a folder

Operation

1. In the [Documents List] window, select the hierarchy (drawer or already registered folder) as the destination for the folder to be registered.

   For details on how to navigate the hierarchy ➯ "Navigating Hierarchies"

2. From the Global Toolbar, select [Register New] - [Register Folder].
   The [Register Folder] window appears.
3. When a class is set to the cabinet, specify the class of the folder to be registered in [Class] of the [Register Document] window.
4. From the [Attribute Template] drop-down list of the [Register Folder] window, select the template for attribute registration.
   The input fields for attributes defined in the template are displayed.
5. In the attribute input fields, enter the attribute values of the folder to be registered.
   • The [Hint] button is displayed when any hint on how to enter the attribute is defined. Clicking the [Hint] button displays the [Hint] window.
   • Each input field is already filled with default value if any is defined for the attribute. The value can be changed.
   • When a value is not entered in the name attribute, the value [folder] is shown in the name attribute field.
   • Some of the attributes are provided with radio buttons or a drop-down list to be used for selecting the attribute value. The address book is used to select attribute values for the principal type or user role type attributes.
6. Go to one of the following steps.
   • When starting registration
   • When specifying merge

   The [Merge] window appears only when the edition control attribute is defined for the destination cabinet, or the edition control attribute is contained in the selected attribute template.

   When the same attribute value as that of any registered folder is entered in the edition control attribute field in step 5, the folder is revised to a new edition.

   When starting registration

   1. Click the [Register] button.
      Folder registration starts.
      When folder registration has been completed, the [Confirm Registration] window appears.
      Click the [OK] button if the [Folder Registration Result] window appears.
      The [Documents List] window is redisplayed.

   When specifying merge

   1. Click the [Next] button.
      Go to the next step.
      • "Specifying merge"

Specifying merge

Operation

1. In the [Merge] window, select one of the following as the method to merge the attributes.
   • When inheriting all attribute values of the latest edition of the folder except for the attributes whose value was entered in Step 4 of "Registering a Folder"
   • When inheriting only a part of the attribute values of the latest edition of the folder
   • When not inheriting any values of the latest edition of the folder
   The radio buttons and selection operation procedure in the [Merge] window vary depending upon the merging method selected.

   When inheriting all attribute values of the latest edition of the folder except for the attributes whose value was entered in Step 4 of "Registering a Folder"

   1. Select the [Merge All] radio button.
      All the [Yes] buttons are selected.

   When inheriting only a part of the attribute values of the latest edition of the folder

   1. Set the attribute value for the folder to be created, and select the [Yes] buttons on the [Merge] window for the attributes which inherit the attribute values of the latest edition of the folder.
      • Edition control attribute cannot be selected as an attribute to be deleted because it is a required attribute.
      • The unique key attribute is always handled as an attribute to be deleted.

   When not inheriting any values of the latest edition of the folder

   1. No settings on the [Merge] window is required. If the [Yes] buttons are selected, click the [Clear Selection] button.
      All the [No] buttons are selected.
2. When you have finished entering the attribute values, click the [Next] button.
   The [Confirm Registration] window appears.
3. Click the [Register] button.
   Folder registration starts.
   Click the [OK] button if the [Folder Registration Result] window appears.
   The [Documents List] window is redisplayed.

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