Pre-requisites:
Permission as mentioned below, on the project folder in which a sub-folder is to be created:
To create a sub-folder, 'Admin' permission.
Folder permissions defined at the default or the role level can be overridden. Click here for detailed help (See point 4).
Below are the steps to create a new subfolder:
1. In the 'Files' tab, from the folder tree on the left side, navigate to the folder in the project under which a subfolder needs to be created.
2. Right-click on the existing parent folder name, select 'New' then 'Sub-Folder'.
3. Specify a name for the new sub-folder.
4. Set specific folder security (permissions) as an option.
Set as Public - To make this folder accessible to all via a separate public folder link.
Inherit Permission - To derive the folder permissions from its parent folder.
5. Define folder permission at the default, role, and user levels.
Default Permission - Default folder permission for all project members except Admin.
Role Permission - Define the folder permission based on the project role. It overrides the default level permission.
User Permission - Define the folder permission based on individual project users. It overrides the role-level permission.
6. Type in the individual team member name, role name, or organization name. As the user types in the characters in the textbox, suggested names will appear as a dropdown.
7. Right-click the user, role, or default level to edit the access rights to the chosen folder. A dropdown appears containing a list of access rights and you can select the appropriate option as needed.
No Access - Selected users or roles won't have access.
View Only - Selected users or roles can view files only (cannot download).
View & Download - Selected users or roles can view and download existing files. The file download will be subject to the user's role privilege to download files.
View & Link - Selected users or roles can view existing files, and link them to folders in the same or other projects.
Publish - Selected users or roles can view existing files, and upload new files (including files on placeholders).
Publish & Link - Selected users or roles can view existing files, upload new files (including files on placeholders), and link them to folders in the same or other projects.
Admin - Selected users or roles will have full control over the folder. Along with viewing, downloading, linking, and publishing files, a folder administrator can edit the folder, view private files, check out files (or undo the checkout), and apply activity locks on files.
If the folder security is not specified the folder will be created with the following default permissions.
Default permission = 'no access'
Role level permission - 'workspace administrator' = admin
User level permission - '<<user creating the folder>>' = admin
The following table describes the permissions available for the folder:
8. Click on the 'Settings' button at the top right to set specific folder settings as an option.
Set As Private on Upload - To have all the files published (in the chosen folder) be marked as private. User publishing files cannot change this unless it is allowed via the other folder setting called 'Edit Privacy on Upload'.
Edit Privacy on Upload - To allow users to override the 'Set As Private on Upload' option when publishing files (in the chosen folder).
Enable Public Links - To enable public links for files (in the chosen folder).
Enable Simple Upload - To publish files without including any extra information related to those files. Click here to learn more about 'simple upload'.
Enable QR Code - To use the QR code feature for files (works on '.pdf' file revisions only by default unless configured for other file extensions separately). If enabled, it helps you scan the QR code on files and identify whether the file revision is the latest, based on the project's QR code configuration.
9. Click the 'Metadata' button at the top right to set specific folder metadata as an option.
By default, if there is any metadata applicable for a parent folder, any sub-folder created under that folder will automatically get the same metadata as configured in the parent folder.
Note: Folder metadata is no longer supported in Internet Explorer; however, it continues to be supported in popular browsers like Google Chrome, Mozilla Firefox, Microsoft Edge, and Apple Safari.
You can apply specific attribute (configurable attribute) values to folders if the attribute is a dropdown or a multi-selection checkbox. This helps to limit the options for each metadata displayed when publishing files on applicable folders based on folder-specific requirements.
Use the checkbox at the top (along with the attribute name) to select or deselect all values.
To select a single value, browse through the available values and select the concerned value manually.
To select multiple values at a time, use the 'Ctrl' key.
You can filter out and configure specific values (of configurable attribute) of parent folders to the same folder and its sub-folders.
You can turn on the switch option to set all existing and newly added values for the corresponding configurable attribute. The switch-on button indicates that all values (existing and new) are selected by default.
You can also set a specific value as default for attributes. To do this, you need to:
Turn the switch off for the corresponding configurable attribute.
Select the attribute name. For example 'Skyfall Project Code' and ' Skyfall Building Code' are the attribute names (in the above snapshot). It opens the 'Properties' box on the right side.
Under the 'Properties' box, go to 'Data Source'. Select the radio button corresponding to the value you want to set as a default value.
10. Click the 'Create' button to complete creating a sub-folder.
Check: FAQs
Related Articles: Create a Parent Folder (on a Project), Move a Folder within a Project
Next Article: Edit a Folder (on a Project)