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Creating Folders in Workfront Proof

Creating a new top-level folder

  1. In the sidebar, click the drop-down arrow (1) next to the green New proof button.
  2. Select New folder. (2)
    The New folder page is displayed.
  3. Continue with "Configuring the new folder."
    New_top_folder.png

Creating a new sub-folder

NOTE When you create a new sub-folder, the share list is inherited from the parent folder.

You can create sub-folders in either of the following ways:

Creating a sub-folder from the Folder details page

For information about the Folder details page, see "The Folder details page."

To create a sub-folder from the Folder details page:

  1. In the Sidebar, click the folder name in the My folders list (1) to access the folder details page
Creating_a_subfolder_1.png
  1. Click the new sub-folder button (2) at the top of the page.
    A new folder appears in the list of the items in the folder.
  2. Type a name for the new sub-folder. (3)
  3. Press Enter.
    Or
    Click outside of the folder name field.
  4. (Optional) Edit the details of the new sub-folder on the Folder details page. 
  5. Continue with "Configuring the new folder."

Creating_a_subfolder_2.png

Creating a sub-folder from the Account folders page

  1. Click [Your account name] folders in the Sidebar to access the Account folders page (1)
    Subfolder_from_acc_folders_1.png
  2. Find the folder that you would like to add a sub-folder to and open the actions menu (2)
  3. Select New sub-folder from the menu (3)
    The New folder page is displayed.
  4. Continue with "Configuring the new folder."
Subfolder_from_acc_folders_2.png

Configuring the new folder

After you begin creating a new folder (as described in either "Creating a new top-level folder" or "Creating a new sub-folder"), you can set the configuration options as described in this section.

New_folder_page_sections.png

Breadcrumb navigation

The breadcrumb navigation shows you if you are creating a top-level folder or a sub-folder) (1)

Folder details

In this section you can add (and check) the following information to the folder you are creating:

  • Folder name - this field is mandatory (1)
  • Clicking on the See the list link (2) will bring up a pop up with a list of people with whom this folder is shared - this information is particularly useful when you are creating sub-folders, as sub-folders will automatically be shared with the same people as the parent folder
  • Description (3) - here you can add a brief description of the folder, this will be visible on the Folder details page
  • Make the folder private (4) - ticking the box will make this folder private (so visible only to the people you explicitly share the folder with and the users in your account with the profiles of Supervisor, Administrator or Billing Administrator ). Please see Folder permissions to find out more about private and public folders in Workfront Proof.

New_folder_page_-_folder_details.png

Client details
 
In this section you can fill out the details of your client - this will allow you to sort the My folders page by client/project name:

  • Client name (1)
  • Project name (2)

New_folder_page_-_client_details.png

Share
 
In the Share section you can:

  • Assign a new owner of the folder (1) - the creator of the folder will remain listed on the folder and cannot be removed, however you can make another user in your account the owner which will give them edit rights on the folder.
  • Share the folder with other Workfront Proof users by typing in their email address (2) - note that folders can only be shared with people who have their own Workfront Proof logins.
  • Set the permissions for the people you share the folder with (3). This is useful for sharing private folders with users from your account - you can decide if users with the Manager profile should be allowed to create, edit and delete items in the folder.
  • Remove a user from the folder share list by clicking on the trash icon (4) to the right of the user's name.
  • Remove everyone from the folder share list by clicking the topmost trash icon (5) - note that you will not be able to remove the creator or owner of the folder.

 Please also see Sharing folders.

New_folder_page_-_share.png


This article last updated on 2018-11-20 17:13:31 UTC