Creating a Folder

To create a new folder, begin on the Folder Management page.

1. On the Go To menu, click Cases and then click Cases by Folder in the navigation pane.

   -or-

   On the Home page navigation pane, under Case Management, click Folder List.

   The Folder Management page opens and displays all the folders to which you have access, along with the properties of the folders.

2. Under Folder Management, click New Folder.

   The Folder Properties page opens over the dimmed Folder Management page.

3. In Folder Name, type the title of the new folder you are creating.
4. You can select one or both of the following:
   • Public Folder check box to make the new folder and contents available to other system users. Leave this check box cleared to set the folder as Private.
   • Default Folder check box to set the folder as the default location for created cases.
5. Share the cases in this folder with other users:
   1. In User Nickname, type the nickname of a user with whom to share this folder.
   2. Click Add User. This saves the user to a list of users who have access to the folder.
   3. Add as many users as applicable.

   Note: Users must enter their Nickname in Preferences to access shared cases. See Setting Your System Preferences.

6. Remove a user's access to the folder: in the Users who have access list, click Delete to the right of the user's nickname to remove their access to the folder.
7. Click Save to add the new folder to the grid on the Folder Management page.

   -or-

   Click Cancel to return to the Folder Management page without saving the folder.

   NOTE: In the Folder Management grid under the Public column, Public Folders display as True. Private folders display as False.