Folders

Creating Folders – You can create Folders within a File Cabinet or inside other Folders.

  1. Select the File Cabinet in the Document Tree and click on the
    New
    New button and select New Folder OR right-click on a File Cabinet and select Edit > New Folder (or New Folder from Template). This brings up an Input dialog.
  2. Type in a Folder name and click OK.

The new Folder will be shown in the expanded File Cabinet

Renaming Folders – To rename a Folder after it has been created, right-click on it and select Edit > Rename. Enter the new name and click OK. Or select Edit > Edit Metadata and in the Edit Metadata dialog, update the “Title” with a new name. You may add other metadata as well at this time. Click OK to save changes.


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Last modified: April 13, 2026 at 10:11 am by Lab-Ally LLC