Organizing Documents and Templates

The following types of documents and templates are stored in the Document Library and organized into the appropriate folders in the Categories tree:

Document Library Window

»To add a folder

Select and expand the connection in the Connections and Projects tree and click on the toolbar to open the Document Library.
Place your cursor in the Categories tree and click on the toolbar to create a new folder in the tree.
Type the folder name in the text field provided and click outside the Categories tree to close the text field.
Drag and drop the folder to the desired place in the Categories tree.

»To copy/move a folder, template, or document

Select a connection in the Connections and Projects tree and click on the toolbar to open the Document Library.
In the Categories tree, click the item you want to move
Drag the item with your cursor to where you want it to go and release the left mouse button.
Iasta SmartSource prompts you to choose whether you want to "Copy Selected Items," or "Move Selected Items."

»To rename a folder

Select a connection in the Connections and Projects tree and click on the toolbar to open the Document Library.
From the Categories tree, select the folder you want to rename.
Click on the toolbar to open a text field in the tree for editing the folder name.
Enter the new folder name in the text field and click outside the Categories tree to close the text field.

»To set folder permissions

When you set permissions for a folder, all new documents or templates created in the folder will inherit the folder's permission properties.

Select a connection in the Connections and Projects tree and click on the toolbar to open the Document Library.
From the Categories tree, select the folder and click to open the Document Permissions window.
Choose "Specify custom permissions for this item".

Document Permissions Window

To give additional users individual permissions, click to open the Companies and Users window. Select the company in the upper-right panel then double click the user you want to add in the lower-right panel and you will return to the Document Permissions window.
Select the appropriate permission check boxes.

Visible: View the title of the document exists in the Document Library (Users must have Read permission to view the contents of the document.)
Read: Download and read the document.
Modify: Edit the document and upload a new revision into the library.
Delete: Delete the created document.
Set Current Revision: Set the current revision, or version, of the document.
Change Permissions: Change the permission settings for the document.

»To delete a folder

Select a connection in the Connections and Projects tree and click on the toolbar to open the Document Library.
From the Categories tree, select the folder you want to delete and click .