Adding a document folder
If a work item has a large number of documents you can add folders to the Documents tab and organize it.
To add a document folder
- Open the Projects module.
- Select a work item.
- Select the Documents tab.
- Select the folder into which you want to add a folder.
- Click New Document Folder to add a document folder to the selected folder.
- In the New Folder dialog box, enter a name and a description.
- Click Save.
Deleting a document folder
You can delete any folder in the Documents tab that is not being used.
To delete a document folder
- Open the Projects module.
- Select a work item.
- Select the Documents tab.
- Select a document folder, right-click and select Delete.
- Click OK. All documents contained within the folder, including sub-folders, will be deleted.
Renaming a document folder
You can rename folders in the Documents tab.
To rename a document folder
- Open the Projects module.
- Select a work item.
- Select the Documents tab.
- Select a document folder, right-click and select Properties.
- In the Folder Properties dialog box, rename the document folder.
- Click OK.