Create the Initial Field-Path Definition

Creating an initial Field-Path definition maps key document properties to specific levels in the folder structure of a vault. The values of these properties are then used to create new folders as necessary to store the documents as they are created or imported.

To create the Field-Path definition:

1. In Configurator, on the Vault menu, point to Field-Path and then click Define Initial Definition. A confirmation dialog box appears.
2. Click Yes. The Define Initial Definition dialog box appears showing the current Field-Path folder structure.
3. In the folder structure, click an existing level below which you want to add a new level or branch and then click the New Level button . The Add Level dialog box appears.

4. In the Property list, click the name of an existing property to control the names of the folders created at the selected level of the vault.

   Note:

   Each property may be used more than once in the Field-Path definition.

5. Click a level type, either Normal level or Branch root.

6. Click OK.

   If you selected Normal level in the Add Level dialog, a new level is added to Current folder structure and the property’s name appears as the default in the Property list.

   • Click options or type values using the descriptions in the following table.

   If you selected Branch root in the Add Level dialog, the Branches for <PropertyName> dialog box appears.

   1. Type branch names in Add branch and click the Add button to add them to the list of predefined folder names. These names will be used for the subfolders that are created within the branch root property that you selected in step 4. Click the Remove button to remove a branch name. Click the Rename button to rename a branch name.
   2. When you are finished adding branch names, click Close . The specified branches appear below the branch root in Current folder structure.
   Select each new branch and then select the folder types that may be created by users at that level.

Field-Path level options

Option	Description
Property	If necessary, select a different property to assign to the selected level.
Default folder type	Select the default folder type for this level. This option is cleared when a branch root is selected.
Applied folder types	Select the folder types that may be selected by users for new folders they create manually at this level. This option is cleared when a branch root is selected.
Icon	Select an icon to display for the folders at this level. This option is cleared when a branch root is selected.

7. Use the buttons on the toolbar to add and arrange additional levels and branches to create the desired folder structure. The buttons are described in the following table.
8. Click OK to save your changes. A confirmation dialog box appears.
9. Click Yes. The new Field-Path definition is saved and existing documents are moved to new locations, if necessary.

Define Initial Definition dialog toolbar bbuttons

Icon	Description
	Refreshes the Current folder structure view
	Adds a new branch or level
	Moves the selected level up or down within the Field-Path definition
	Deletes the selected level from the Field-Path definition