Folder Set Up

Automatic Distribution Based on a Folder

Set a distribution rule against a folder, so each time a document is uploaded to that folder it is automatically distributed. 

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Bulk Update Folder Permissions

Add users and change folder permission in bulk.

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Edit Folder Code and Description

Change the code and description of folders. 

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Folder History

Add users and change folder permission in bulk.

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Folder Permissions

Configure who has access and what access rights a user has to a folder.

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Import Documents to the Publication Space

Bulk import documents into the publication space using the bulk import utility.

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Import Folder Structure to the Publication Space

Using an excel spreadsheet template import the folder structure into the publication space.

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Import Placeholders to the Publication Space

Bulk import placeholders into the publication space using the bulk import utility.

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Manually Create Folders

Using an excel spreadsheet template import the folder structure into the publication space.

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