Creating Folders

Prerequisites: Users require contributor+ permissions for the module or module folder to complete this task.

Creating a Document Folder via the Documents table or tree.

Note

Users require site administrator permissions to manage fields or create categories.

To create a folder:

Log in to Cartella.
Navigate to [name-of-folio] > [name-of-document-module].
Choose one of the following steps:
- Navigate to the desired folder location. Click New Folder.
- Right-click the desired folder in the documents tree. Click Create New Folder.
The Create Folder view displays.
Enter a folder name in the Name field.
Optional: Enter the folder description in the Description field. Use the HTML editor to add formatting, links, media, and view the HTML source code.

Select a sharing permission in the Sharing drop-down list. Choose one of the following:

Sharing Permission	Description
Inherited	Inherits the sharing level from its parent folio.
Public	Allows anyone see the folder and its contents, including viewers who are not logged in to Cartella.
Logged In	Displays the content only to logged-in users.
Specific Groups and Users	Displays the content only to selected groups or individual members. Note If you select this sharing level, select the specific users and groups.
Private	Displays the folder and its contents only to the creator.
Connections	Displays content only to user connections of the creator.

Select or clear the Send Email Notifications Upon Save checkbox. Select users and groups to receive email notifications.
Note
The checkbox toggles back to cleared after saving.

Select or clear restrictions.

Restriction	Description
Read Only	Prevents everyone except administrators from editing content. Note Users can view the Read-Only folder.
Locked	Prevents users from creating sub-items or comments. Note Users can view the locked folder.
Auto Approve	Automatically approves all sub-items and lower-level items of the folder.