Create Folder

In order to create a folder, you should press the "Create folder" button. The window of creating a folder appears, as soon as you press it. This window contains three tabs:

Information

Main parameters of a folder are set up at this tab.

The following field are present here:

• Name — name of a folder.
• Documents auto-numeration template — in this field you can specify a special macro for automatic assigning of numbers to documents that are added or created in this folder. The number is specified in the following format: Any text #00...00# Any text. Between the "#" symbols using zeros you should specify the number of digits in the number (00 - two-digit numbers, 000 - three-digit numbers, etc.), to the left and to the right of it you can specify any text. For example, if you use the "2010-#000#" macro, then the 2010-001, 2010-002, etc. numbers will be consequently assigned to documents.
• Next number — in this field you can set an initial number for the varying part of automatically generated numbers. For example, if you use the "2010-#000#" macro as the template and you specify 15 in this field, then the numbers starting from 2010-015 will be consequently assigned to documents.
• Description — a comment to a folder that will be displayed as a pop up help if you put the mouse cursor over its name.

Permissions

On this tab, you can assign various access rights to the folder.

• The access right can be granted or taken away with the help of the Add and buttons. The window of assigning users/groups described in the "Interface description -> List of Assigned" section appears, if you press the "Add" button. To delete all the assigned users/groups from the list, you should press the button. If you need to remove only one user/group from the list of assigned ones, you should press , located to the right of each assigned user/group.
• The access rights are divided into categories: "Forbidden" - the list of users/groups that are not able even to view the folder, "View" - the list of users/groups that can view the folder, "Edit" - the list of users/groups that can edit the folder parameters and add documents to it, "Administration" - the list of users/groups that can perform any actions with the folder (including its removal).
• The owner of the document is specified in the "Owner" field. The user whose login is used to enter TeamWox during the current session is automatically placed in this field. If necessary, you can change this by pressing the "Change" button located at the end of the "Owner" field. The window of assigning user similar to the described above appears. The only difference is the possibility of assigning only one user (not a group). This fact determines the absence of the "Select all" button.
• The "Organization" field is intended for binding the folder to one of organizations added to the corresponding module. Folder that is bound to the organization is displayed at the special tab when viewing the organization.

Recognition

The TeamWox system has a feature of automatic recognition of images uploaded to the "Documents" module. An image is sent to the special ABBYY server, recognized and saved in the selected format in TeamWox.

This tab contains the following settings:

• Automatically recognize all images when uploading to this folder — to enable the automatic recognition of images, one should put a checkmark against this option.
• Delete uploaded image originals after they are recognized successfully — if this option is enabled the image files are deleted from the folder once they have been recognized.
• Recognition format — in this field one should select a format the recognized text will be saved in.

Once an image file of JPG/JPEG, PNG, TIF/TIFF or PDF format is added to the folder, the system will automatically place it in the recognition queue. In a while the recognized file of the selected format will appear in the folder.

To manually start the recognition of a file that was previously added to the folder, one should press the button on it in the list of documents.

Once having all the information entered and all permissions assigned you should press the "Create" button to add the folder to the list. If you press the "Cancel" button, you will be returned to the previously visited window and the folder will not be saved.