Adding Files to a Folder

To add files to a folder singly or in batches, access the Search or File Info Center pages, which contain the option of selecting multiple files at once and adding them to a new or existing folder.

Note: You can also add multiple files to folders from the Folder Management page. See Adding Files to a Folder.

Prerequisites: You must have the 'FoldersClosedElectronic bins used to store files with similar attributes. Folders are created and populated from the management form.', 'Create Folders', 'View Folder Contents', and 'Search for Folders' functions enabled for your role; you must also be the folder owner or have the appropriate access rights to it.

To add files to a folder:

  1. Access the File Info Center or Search page (page 1)
  2. On the File Info Center or Search page, choose one or more files to add to a folder (not shown).
    • To add multiple files from the File Info Center page, click the Add to Folder button.
    • To either add a single file from the File Info Center, or to add multiple files from the Search page, click the More drop-down and select Add to Folder.
  3. On the Add File to Folder dialog, add files to one of the following:
    1. New Folder – select the Add this file to a New Folder radio button, enter the New Folder Name and type the New Folder Description.
    2. Existing Folder – select the Search for an Existing Folder... radio button, enter search criteria (if desired) and click Get Search Results. Choose a folder from the list.
  4. Click OK. The folder is added to the list.