12.1.2.2.1 Create Folders – New Button

*Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show Latest, and your editing tool is the Web.

Create a folder from the “New” button on the top-right of the WebApp

1. Click on the Navigation Menu Button on the top left of your screen and navigate to the Module in which you would like to create a folder (in this example, a Document Folder).

2. Choose the Set or Folder in which you would like to add the new Folder

*It is very important that you select the right parent Set or Folder, since it cannot be modified.

3. Navigate to the button on the top-right of the EPC WebApp page.

4. After clicking on the button, a drop-down menu will appear with all the modules of the EPC where a new object can be created.

5. Navigate to the desired Module and click on the icon. Another drop-down menu will appear with the different objects that can be created within the relevant Module.

6. Click on the “[module] Folder” option to create a new Folder

7. A form will be generated where you can input the information about the new Folder

8. Type the name of the Folder on the “What is the name?” field

*The Name field is mandatory for all objects.

For this example, the name of the Folder is “Human Resources”

*The EPC automatically assigns the Folder to the Parent, which is the Set or Folder you selected in Step 2 above. The Parent field is blocked and cannot be edited.

9. Type the description of the Folder on the Description box

*This field is not mandatory, but it is recommended to input a description

10. Click on the button to finish the creation of the new Folder

11. The new Folder “Human Resources” is now within the module’s tree structure (under a Set or Folder). This Folder is currently a draft. To learn how to publish Document objects, click here.