Folders in the infoRouter Document Management Software work much like the folders in your Windows File Explorer, or the folders in your filing cabinet. They are simply containers that hold documents and other sub-folders. Folders can contain any type of electronic document which can be stored in infoRouter, which means basically everything!

However, infoRouter folders are much more robust than your garden-variety windows operating system folders. For more information on how powerful infoRouter folders are, glance at the sub-topics under Folders
To create a new folder:
  1. Select a parent folder.
  2. On the right-hand side of your screen, click on the "New Folder" menu item under the "New" menu.
  3. At the "New Folder" screen, enter the name for the new folder.
  4. Enter the description for the folder (optional but recommended).
  5. Click "OK" to create the folder and return to the document view.
  6. Or click on "Next" to specify Folder Rules
  7. Once you are done with specifying Folder Rules, click "Finish" or click on "Next" to set the Folder Security

Security Considerations:
In order to be able to create a folder, you must have at least "Change" rights assigned at the parent folder. An important thing to remember is that a new folder will inherit the security permissions from its parent folder by default.
If you wish to assign a folder its own security (as opposed to allowing it to inherit security settings from the parent folder), navigate to the "Folder Properties" and click on the "Security" link. In the "Folder Security" window, click on the "Remove Permission Inheritance" button.

Next Topic is Deleting Folders





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