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Create an element in the DMS archive tree
Updated over 2 months ago

Functionality reserved for the document manager administrator

To create a new element in the structure :

  • Click on "+ ADD"

  • Select the parent folder (to which the element will be attached)

  • Select the type of the element

  • Enter the display name of the new element in the "Name" field

  • Click on "Validate"

Check "Folder with associated document type" if the element should contain documents.

If not, it will not be possible to archive documents.

Then the new element is highlighted on the tree.

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