12.1.2.2 Create Folders

Folder are used to group objects, similar to the way you use folders on your computer. In the context of EPC, folders can be under a set, or under another folder as a sub-folder. There can be many levels of folders, each with objects within.

Users can create folders in EPC three simple ways: using the Create button, from the Details page of a Set or Folder, or by right-clicking in the hierarchical tree.

!Only users with Access to the Latest DB and Write permission can create objects. Make sure you are in Latest mode.

Creating Folders with the Create Button

1. Click the Create button on the top-right of the page.
2. In the drop-down menu, choose the module where you want to create a folder and click the icon.
3. Click [Object Type] Folder to start creating a new folder.

4. Fill in the Folder details:
   • Name
   • Parent
     

     **If you create a folder while viewing a set, folder, or object of the same type (e.g., creating a Document Folder while on a Document Set), the parent field is assigned automatically. You can change it by clicking Select a Parent.

   • Unique ID
   • Description

5. In the What is the Purge Period? accordion, specify the number of years the folder will remain in the Archive before it can be permanently removed from the system.

6. Click Add & Close. You’ll be redirected to the Details page of your new folder.

Creating Folders from the Details Page

1. Select the Set or Folder under which the new folder will be created.
2. Open the Details page of the selected Set or Folder.
3. Click the button and choose [Object Type] Folder.

4. Fill in the details in the form.
   

   **If you wish to change the parent of the folder, click on Select a Parent.

5. Specify the Purge Period if relevant.
6. Click Add & Close.

Creating Folders with the Tree Right-Click

1. Navigate to the module where you want to create a new folder.
2. Right-click on a Set or Folder in the tree.
   

   **The new folder will be created as the child of the select Set or Folder.

3. Select New [Object Type] Folder.

4. Fill in the details in the form.
5. Specify the Purge Period if relevant.
6. Click Add & Close.