Document Repository Quick Folders

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Overview

When a new work item is created, the Document Repository Quick Folders function can create a new set of folders in the left-hand Quick Links section of the documents view:

When a file is added to a quick link folder, a corresponding folder is created in the main body of the documents view, and the two are linked together.

Click the left-hand folder (e.g. Evidence in the example above) to view the contents of that same folder on right-hand side.

To maintain the Quick Link folder list

An option set controls the Quick Link folder list. The core out-of-the-box option set is Matter Document Repository Quick Links.

This behaves like any other option set. 

Allow Hierarchy on creates a hierarchical structure allowing multiple levels of sub-folders:

This option set can be accessed via the Document Repositories widget in the general settings screen for a work type. Click Edit to view the option set.

You can edit Work types whose document repositories are not inherited. You can also add multiple repositories with other quick links, for example, a dedicated Attachment folder.

Each derived work type inherits the option set from its parent. 

This cannot be changed via the UI—it can only be undertaken via a script. Contact support for help with it.  

 

However, the parent option set can be changed. Click on the inherited link to navigate to the parent work item. 

On the parent work item, click on the edit icon and select a different option set from the list available:

This affects all child work types that inherited the option set.

Portal Designer

The quick links feature can be disabled for a specific work type.

Note that the Repository Explorer widget contains a toggle Show Folder Structure:

Toggle this to Off to hide the quick links for this work type.

Default document folders for a repository

The default document folders for a repository are maintained in the Document folders option set (this option set's system name is document-classes by default). 

document-classes option set


 

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