Profile information is added to folders for easy retrieval of folders.
- The site is open.
- The Documents page is open.
- In the Explorer pane, hover over the folder name to view Profile.
- Select Profile.
- In the Profile dialog, select Edit.
- In the Properties tab, edit the document information:
- Name: Enter the name of folder.
- Description: Add a description for the folder.
- Workflow: Add an existing workflow from the Workflow list.
- AutoName Template: The Auto name template is used to set a predefined name based on certain document attributes. For example, if the template is set to 2023_{Discipline}_{Category}, a PDF document of Discipline “Fire” and Category “Sensor” when uploaded would be named 2023_Fire_Sensor.pdf.
- Select Save.
For more information on adding documents or files to folders, see Uploading a file.