Creating a folder structure template

ImandrA Desktop allows users to create folders in a library within which to store documents. However, if left up to the users over time, this can result in folder naming errors and haphazard organization. If ImandrA will be used in a project-oriented organization and you want to implement a standard folder structure such as that in the following example, the complete structure must be created before the start of each project.

<ClientName>\<ProjectNumber>\<DocumentType>

This might be more work than most users want to perform, especially if they are not familiar with the folder hierarchy and naming standard. Instead, you can define a folder structure template in the library that can then be used by the users as new projects arise to maintain a standard, well organized folder structure. Folder structure templates are selected in the Manage Structure command in ImandrA Desktop. Folder structure templates are defined with the Manage Structure Designer in ImandrA Designer. Folder structure templates can be applied to one or more libraries.

To create a folder structure template:

1. In the Manage Structure Designer, click the New Definition tool button . A new template is added in the left pane.
2. Select the new template and click the Edit Properties tool button if it is not already activated.
3. On the General tab, enter or select options using the descriptions in the following table.

4. Define the hierarchy of the folder structure by creating folder definitions at each level as described in Creating a folder definition.
5. Click the Save tool button to save your changes.