How To Manage the Document Directory

As a Conquest Administrator set the Document Directory network path from the System Options:

Use the Conquest ‘Document Directory’ in either of two ways:

•      As a single, unstructured repository of files, managed in the Data Objects structures of the Conquest Asset Register and Knowledge Base, which will not require sub-folders to be managed

•      As a structured repository of files, organized in levels of sub-folders

The second option is managed with “Administrator Only” functions in the ‘New Document’ dialog form. See How To Upload a New Document and How To Reuse an Existing Document for details of the ‘New Document’ functions for non-Administrators

With a Conquest Data Object Form open in Edit mode, create a sub-folder as follows:

•      Click the ‘New Document’ Task to open the ‘New Document’ dialog form

•      Use the Ellipsis button on the right side of the grey “Folder Bar”, to open the Conquest ‘Select a folder’ dialog form, which displays a Hierarchy of the sub-folders in the ‘Document Directory’

•      Click the ‘New Folder’ button, which opens the ‘New Folder’ dialog

•      Enter a Folder Name and click the ‘Create’ button, which displays the resulting folder in the ‘Select a folder’ dialog form

•      Click the ‘Select’ button to return to the ‘New Document’ dialog form or continue to create more folders, as required

•      To correct an error, select the folder name and click the ‘Rename’ button, to open the ‘Rename’ dialog form

•      Enter the correct folder name then click the ‘Rename’ button to return to the ‘Select a folder’ dialog form