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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.

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.

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.