Slide 5 of 5 FileSphere - The Power of Intelligence CLASSIFYING DOCUMENTS






INTRODUCTION -      
HELP -      
QUICKTOUR -      
ADDING -      
CLASSIFYING -      
RETRIEVING -      
WORKING WITH -      
DOCUMENTS
       
DOCUMENT VERSIONS -      
FS ADMINISTRATION -      
CONFIGURING FS -      
FS MAINTENANCE -      

Classification using View & Ghost Folders

Documents 'inherit' the metadata properties of the View/Ghost Folder hierarchy in which they are placed. You can classify your documents using View/Ghost Folders when saving documents in FileSphere integrated applications or by placing documents in View/Ghost Folders in the Windows® Explorer view

To create View / Ghost Folders:

With a Document Space or View Folder selected, click the View By button or right click on the space/folder and select View By from the menu 

Select a property

View Folders (values) will be displayed for the selected propertyGhost folders are hidden by default, but you can turn them on and off display by clicking the Ghost Folders button

If a View / Ghost Folder with the required value is not displayed, click the New Folder button and rename the new folder with the required value

Double click on the View/Ghost Folder with the required value it to open it

Repeat steps 1-3 until you have created View/Ghost Folders with the required property values, then add or save your document in the View/ Ghost Folder hierarchy


View By to create 
View Folders


Create new folders 
if required


Rename the new folder 
with the required property


Add document to 
View / Ghost Folders

 
 
Slide 5 of 5

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