Folder properties
Modify the properties of new or existing folders.
General
Specify general properties for the folder.
Option | Description |
---|---|
Name |
Enter a name for the folder. |
Explanation not required when adding documents after lockdown |
Select to allow documents to be added to the folder after a Lock Down without providing an explanation. |
Lock Down |
Select to lock down the folder when performing a lock down. This option is enabled by default. |
Retain on Cleanup |
Select to retain the folder when performing a cleanup. |
Include in Index |
Select to include the folder in the Document Index. |
Roll Forward |
Select to roll forward the folder into the next year file when performing a year end close. |
Roll Forward as Placeholder |
Select to roll forward the folder into the next year file as a placeholder. |
Headings
Specify the headings to use in the folder.
Option | Description |
---|---|
Extended Description for CaseView |
Enter an optional extended description for use when linking to alphanumeric cells in CaseView documents using the Linkage worksheet. |
History
View and modify the history and milestones for the folder.
Option | Description |
---|---|
Milestone |
Displays an icon if the event generated a milestone. |
Event |
Displays a history event. For more information, see Configure file history. |
User |
Displays the initials of the user who participated in the event. |
Date |
Displays the date and time that the event occurred. |
Details | Click to view more details of the selected history event. |
Compare | Click to compare the selected milestone to the current version of the document. |
View Milestone | Click to view the selected milestone. |
Delete Milestone | Click to delete the selected milestone. |