Setting Up Folders

Before you add documents to WebDocs, you need to create folders to put them in.

When you see the word "folders," you likely think of Microsoft Windows folders that organize storage on your PC and network. However, the folders in WebDocs - iSeries Edition work differently. Documents are physically located in an IFS folder or a folder on another server or drive. Documents are logically located (for security purposes) in a virtual folder you will create. So, when a document is moved from folder to folder within WebDocs, the physical document file never moves. Instead, a virtual folder pointer is updated in the document-information table.

This system of virtual folders is used for document security and back-up. You will later assign permissions to determine which users or groups have access to which folders. To find documents in these folders, users search for search keys, titles, and Document Types.

While you can have up to five levels of folders, very few implementations need that many. As a best practice, set up as few folders as possible and as few levels of folders as possible.

Note: If you have not already done so, plan how you will use folders before you start setting them up. You will want to plan folder levels carefully.

This section is divided into the following topics:

Creating a Folder

Editing a Folder

Deleting a Folder

Using Folder Levels

Note: If you need to physically move documents to a different IFS folder, see the articleMoving Documents between IFS Folders: http://blog.rjssoftware.com/rjs-hacks/moving-documents-between-ifs-folders/

 

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4.0 | 201802260747 | February, 2018