Working with Folders - LogicalDOC Documentation

Folder Alias

A Folder Alias is like a shortcut that you can create in a node of the folders tree to point to another folder stored somewhere else.

Creating an Alias

Just select a folder where you have the permission to create new items, right-click on it and select Create alias

Then the system will ask you to select the referenced folder, choose it and confirm.

The referenced folder will appear now under the selected node as a new element. The alias is not a copy but just a weak reference and the user can do on it all the actions he is granted in the referenced folder.

This is particularly useful when you want to grant access to a nested folder to a group of users that cannot enter the original tree. In cases like this, you will create proper aliases in location where those users can access.

When a folder has aliases pointing to it, they are also listed in the Aliases section of the details panel.

Archiving a folder

Tipically the archiving feature is used those times you want to maintain old or obsoletete contents in your system but you don't want them to be accessible during normal operations.

In LogicalDOC when a document is archived it continues to exist in the system but it is stored in a different area no more available during folder browsing or searches, this optimizes the performances.

If you are granted the Archive permission in a current folder, just right click on it choose Archive.

You will be required to enter a comment and then confirm. You will see all the contained documents at any level disappear, this proves they were correctly archived.

Archived documents report

The archived documents will only be accessible by a dedicated report in the administration panel and they can be restored in the original location by the administrator of the system

Specifying user interface settings at folder level

A set of interface settings can be customized at folder level.

Position: an index using to sort the folders at the same level
Color: you can give a specific color to the folder
Documents grid layout: you can save in the actual document's grid layout as the default layout when the users open the current folder

Merge Folders

Folders can be merged together. Just select one or more folders then right click on them and choose Merge.

A new dialog window will ask to indicate the target folder where the original selection will be merged to.

Of course you cannot merge to a parent folder.

Copy a Folder

In order to copy a folder into another location, just right-click on the folder to copy and choose Copy.

As first step you must choose the target folder to copy to:

You may also choose to copy using a different name and if just the folders' tree should be copied instead of replicating both folders and documents.

You may also decide which policy to use to set up security policies.

Click on Copy to move to a second step, where you can also change all the metadata to apply to the new folder.

Click again on Copy to launch the whole process.