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Creating & Editing Folders
Folders assist with structuring the content stored within iD CMS, allowing for content to be organized and secured as required.
This process is conducted through the Front End  of iD and will depend on the level of Security applied.

Creating a Folder

  1. Select Manage iD CMS Content in the Breadcrumb or via the Actions options in the footer

    Alternatively,

    Select the Library option located to the right of the Breadcrumb bar

    NOTE: Both these options gives you direct access to the iD CMS folder structure


  2. Navigate to the folder that you wish to create a sub folder for

  3. Once at the folder, select Add from the Editing Toolbar and then New Folder.


     
    For more information on how to do this, refer to Toolbar Options


  4. The New Folder popup will be initiated

    Specify the title, URL and description of the folder. The name and description fields should accurately reflect the purpose of the folder.

    Click on the OK button to create the folder immediately.




    The following are optional and can be completed later by editing the folder.

    #Channels & @Mentions:To notify users of these updates enter the following:



    Metadata:Select Metadata to allow tagging of content within this folder.

    Set Metadata "fields" associated with this folder and it's contents. This will assist with finding and categorizing files and pages.

    These fields will  be associated to the folder allowing users to enter a value against the fields.
    To start associating Metadata fields for a folder, click here


    Advanced Properties:If the Advanced Properties button is selected, this allows properties on the folder to be modified.
    A Edit Folder popup will be initiated.





    Select the Advanced Tab along the top of the Edit Folder popup to add the following details:

    Folder View
    The presentation of items in the folder can be tailored to suit specific content types for optimized viewing. 

    Select one of the options:

    • Automatically Detect (Default)
      Detects the best option from the list below will be used based on the majority of items in the folder. If there isn't a majority of one item, then mixed content is used.

    • Documents
      Defaults to list view, with the columns; Title, Last modified By, Last Modified, Type & Size.

    • Images
      Defaults to tile view. List view has the columns; Title, Last Modified By, Last Modified, Type, Size & Resolution

    • Videos
      Defaults to tile view. List view has the columns; Title, Last Modified By, Last Modified, Type, Size, Duration & Resolution

    • iD CMS Pages
      Defaults to list view, with the columns; Title, Last Updated In, Last Modified By and Last Modified.

    • Mixed Content
      Defaults to list view, with the columns; Title, Last Updated In, Last Modified By, Last Modified, Type & Size.


    Security
    Specify the security for the folder. This dictates who can read, modify and delete the folder and its included content. Click here for more information about security

    Owner(s)
    Specify the Folder Owner(s).
    To add or remove owners, use the Add Owner or Remove Owner buttons

    Click the OK button and you will be directed to the folder view

Editing a Folder

There are two ways to Edit a Folder as outlined below:

Edit Folder via Editing Toolbar
  1. Navigate to the folder that you wish to edit

  2. Once at the folder, select Actions from the Editing Toolbar

  3. Select Edit Folder




  4. The Edit Folder popup is initiated allowing updates to Details including; Title, URL, Description, #Channels, @Mentions, Metadata, Advanced Settings including; Folder View, Security, Owners. Simply select the tab you wish to update and then the relevant section.

    For more information refer to the Edit Folder popup in Creating a Folder.


  5. Once changes have been made select the OK button located at the bottom of the popup.


      
Edit Folder via Folder View
  1. Navigate to the folder you wish to edit

  2. Select the check box of the relevant folder
    The options and actions related to the folder will display above the folder list

  3. Select Properties to Edit the details related to the folder

  4. The Edit Folder popup is initiated allowing updates to Details including; Title, URL, Description, #Channels, @Mentions, Metadata, Advanced Settings including; Folder View, Security, Owners. Simply select the tab you wish to update and then the relevant section.

    For more information refer to the Edit Folder popup in Creating a Folder.

  5. Once changes have been made select the OK button located at the bottom of the popup.
 
 
 
 
 
 
iD Help refers to iD 8
 
 
 
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