Slide 13 of 18 FileSphere - The Power of Intelligence QUICKTOUR






INTRODUCTION -      
ABOUT FILESPHERE -      
EDITIONS -      
REQUIREMENTS -      
QUICKTOUR -      
ADDING -      
CLASSIFYING -      
RETRIEVING -      
DOCUMENT VERSIONS -      
FS ADMINISTRATION -      
CONFIGURING FS -      

View Folder

View Folders, or virtual folders, are used in FileSphere to sort and group documents with the same classification. View Folders can be created in Windows® Explorer and in the Open and Save dialog boxes of Microsoft® Office applications.

The benefit of View Folders is that they are dynamic and you can create them and dissolve them without affecting your documents. They allow you to classify, view and retrieve documents in the way that best suits the way in which they work.

A special feature of View Folders is that documents inherit the folder’s property values. If you add a document to a View Folder in a hierarchy of folders, it will inherit the property values of all higher folders. This is a tremendous time saver because rather than manually classifying documents, you can drag and drop one or many documents into View Folders, automatically classifying them as you go.

To create View Folders:

With the Document Space selected, click the View By button q arrow or right click on the Document Space and select View By from the menu

Select a property from the menu

View Folders will be displayed for each value found for the selected property.


View Folder


View Folders

 
 
Slide 13 of 18

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