Add a New Folder or Edit a Folder

Folders > New Folder
Selected View in Navigation Tree > right-click > Add to | Remove from > New Folder
Workflows > selected Workflow > Folder icon

Requires Folders - Add/Edit Permissions

Folders enable you to group documents of interest. One way to add a Folder to the Project is from the Folders section of the Navigation Tree (for example, by righting Folders in the tree and selecting New Folder...). The new Folder appears in the Navigation Tree under Folders. When you create a Folder, the Folder is identified using an icon in the color you selected. Folders from pre-5.x Projects will inherit a Folder color of tan/light orange.

Once you have a Folder, you can then use the Edit option to edit Folder information such as the name and/or description of the Folder.

You can also perform operations such as Add to... to populate the Folder. You can also select a Folder to hold the results of a Workflow (a new or existing Folder).

When you invoke a Delete operation for a Folder, you are prompted to confirm the deletion.

New Folder Options

• Name The unique name of an item. For many items, the name can have up to 100 characters. Some items, such as a Connector name, can have up to 255 characters. An Excluded Content Block name is limited to 32 characters. (required) – Assign a descriptive name for the new Folder that appears in the Folders list. The name must be unique and is subject to validation upon creation or edit. The name can include alphanumeric characters, spaces between characters in the name (leading and trailing spaces are ignored), and some supported characters (such as a hyphen, underscore, and apostrophe). During validation, the software will also allow characters from foreign languages (for example, Korean characters). However, the following characters are not supported for Folder names and will generate an error message indicating that your entry contains one or more invalid characters:

! " # $ % & * + . / : ; < = > ? @ [ \ ] ^ { | } ~ “ ”

Note: These character restrictions apply to most tree items, such as Imports, eDiscovery Exports, Tags, Folders, Saved Searches, Workflows, Comparisons, Samples, and Synthetic Documents. To support auto-discovery of Custodians based on staging, a Custodian name has fewer restrictions regarding invalid characters.

• Color (required) – Assigns a color you select. A default color (black) is highlighted for you.
• Description Provides a helpful description of an item. A description can have up to 255 characters. – An optional and helpful description of the Folder.
• OK – Issues a request to add the new Folder. The OK button will not become active until you supply all required information, such as the Name.
• Cancel – Cancels the new Folder operation.

Edit Folder Options

• Name – You can use the Edit option to modify the name of an existing Folder that appears in the Folders list. The same name validation rules apply for Folder creation or edit.
• Color (required) – Enables you to modify the current Folder color.

• Description Provides a helpful description of an item. A description can have up to 255 characters. – You can edit the description of the Folder.

• OK – Saves the request to modify the FolderThe OK button will not become active until you supply all required information, such as the Name.

• Cancel – Cancels the edit Folder operation.