Document Actions
13.
Smart Folder
Up one level
Smart Folders allow users to create saved searches, which may be used to repeatedly search for a certain set of documents or to repeatedly generate a report. Smart Folders may, as well, be nested within other Smart Folders, refining the search results at each level. In this way, Smart Folders may be viewed as a means to create alternative site hierarchies. For example, a site may use a series of Areas and nested sub-Areas to organize the Entities in a certain way, say, by region. But the site may also use Smart Folders to organize the Entities in other ways, for example by corporate type.
Keywords can be a powerful tool to build Smart Folders. For example, if every Entity has either the keyword public or the keyword private assigned, it is easy to define Smart Folders to list all the public and private Entities. Or, if every Engagement included a keyword indicating the industry, it would be easy to create a Smart Folder listing all Engagements for any given industry.
Smart Folders may only be created within the CMS root and can not be created within a DMS or KMS Area.