Create And Edit Folder Types

Meridian folder types are the templates from which users can create intelligent folders in a vault.

To create and edit a folder type:

1. In Configurator, expand Folder Types in the configuration tree to display the existing folder types.
2. To delete a folder type, select it, and on the Edit menu, select Delete.
3. To edit a folder type, select it, and click the Edit button.
4. To create a new folder type, on the Edit menu, select New Folder Type. A new folder type is added to the configuration tree and its property pages appear in the right pane.
5. On the General tab, click options or type values using the descriptions in the following table.

Folder type general options

Option	Description
Display Name	Type the name of the folder type as you want it to appear to users. This name should reflect the purpose of the folder type.
Name	A default internal name is calculated. Accept the default in most cases.
Description	Type an optional description.
Icon	An icon to be used to represent this folder type.
Use default folder name	Allows users to name folders when they are created.
Calculate folder name	Prevents users from naming folders during creation and calculates a standard folder name. Type a VBScript expression or click the Meridian Enterprise Script Editor button to build a VBScript expression. For information on using VBScript for configuration expressions including their limitations, see the Accruent Meridian Enterprise VBScript API Reference.
On import	Calculates a standard folder name using the configured VBScript expression during the import of documents.
Can be used for projects only	For use with the Meridian Advanced Project Workflow Module. Prevents the folder type from displaying in the Meridian clients and inadvertently being used to create non-project folders. For more information, see the Accruent Meridian Advanced Project Workflow Configuration Guide.
Can be used as a shared workspace	Allows the folder to be shared by multiple users simultaneously as described in Configure Shared Workspaces. This option cannot be set after the folder type has been created. Enabling this option requires a Shared Workspace Support server license. Folders created from this type have the additional shared workspace privileges described in Folder Privileges. Note: A shared workspace folder that is set to a mapped drive can cause errors during rendition generation by Accruent Publisher. If the folder cannot be set to a UNC path, the following steps can help prevent errors: Create a new DWORD value named EnableLinkedConnections in the following key of the Meridian Enterprise Server registry and set it to 1: HKEY_LOCAL_MACHINE\SOFTWARE\ Microsoft\Windows\CurrentVersion\ Policies\System Configure the Meridian Enterprise Server service to run as a logged on user as described in Accruent Meridian Enterprise Server Administrator's Guide.
Can be linked to M360 projects	Enable this option if this folder type will be linked to projects in Meridian Portal.

6. Click the Field-Path tab and configure options as described in Apply a Folder Type To the Field-Path Definition.
7. Click the Pages tab and configure options as described in Apply Property Pages To a Folder Type.
8. Click the Commands tab and configure options as described in Apply Custom Commands To a Folder Type.
9. Click the Extensions tab and configure options as described in Apply Custom Extensions To a Folder Type.
10. Click the Properties page to view the properties available to the folder type, as described in View the Properties Of a Folder Type.
11. Click the OK button to save your changes.