Creating Folders
In addition to adding documents to your Laserfiche Repository, you can also create folders to organize those documents.
Creating a Folder
- Navigate to the folder in which you want to create a new folder.
- Click the New Folder button (
), or right-click and select New Folder. - Type a name for your new folder and click OK.
You can use directed agents to create folders. To do so, write a prompt indicating what folder or folders to create and at what folder location, using the syntax: \Folder1\Folder 2\Destination Folder. Note that folder creation is often used alongside other directed agent actions, and can be implied in the prompt. For example, if you use a directed agent to file a set of documents in folders "A-M" and "N-Z" and those folders do not yet exist, the agent will create them for you as part of the filing process.
Example: Katie's "Employees" folder contains a subfolder for each employee in the company. She needs to create a "Tax Forms" folder and an "Annual Review" folder inside each employee folder. She opens Smart Chat in agent mode and uses the prompt "In each subfolder of \Human Resources\Empoyees, create the folders "Tax Forms" and "Annual Review"." The agent presents her with a list of subfolders in which the folders will be created. When Katie confirms the operation, the agent creates those folders.
Copying an Existing Folder Structure
In some cases, it is convenient to copy an entire folder structure, but not copy the documents within it. For instance, you might need to create the same folder structure for each client, but not use the same documents within those folders. You can do so by copying only the folders.
- Navigate to the topmost folder of the folder structure that you want to copy.
- Select the folder and click the Move or Copy button, or right click and select Move or Copy.
- Select the Copy folders only option.
- Navigate to the folder where you want to copy the folder structure and select Paste.