Profile information is added to folders for easy retrieval of folders.

  • The site is open.
  • The Documents page is open.
  1. In the Explorer pane, hover over the folder name to view Profile.
  1. Select Profile.
  1. In the Profile dialog, select Edit.
  1. 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.
  1. Select Save.

For more information on adding documents or files to folders, see Uploading a file.