Managing Reference Folders

Managing reference folders involves:

• Creating sub-folders
• Editing reference folders
• Assigning users
• Deleting reference folders

To manage reference folders, follow these steps:

1. In the Workspace pane, right-click a reference folder.



2. Use the following options:
   New Sub Folder
   Use this option to create sub-folders and group reference tables further.
   Edit Folder
   Use this option to update reference folder's name and description.
   Assign Users
   Use this option to assign users to a reference folder based on project, departments, functions, and so on. On the Assign Users page, select user IDs under User ID list-box and move them to Assigned Users list-box using the arrows ( or ). Similarly, to change existing user assignment, select user IDs under Assigned Users list-box and move them back to User ID list-box using the arrows ( or ).
   Delete
   Use this option to delete a reference folder that is no more required.