JAVLN Officetech User Guide: Folder Functions

Folder Functions

Right Click on a folder to expose the context menu available. The options that will appear will depend on the individual User’s permissions.

Set Folder Colour 

To change the colour of a folder:

1. Right click on the required Folder
2.  Select Set Folder Colour from the context menu

Note: All other folders of the same name will also change colour.

Add to Favourites 

To add a Client to your Favourites list:

1. Right click on the selected Client 
2. Select Add To Favourites from the context menu

Note: Favourites are also available in the JAVLN Officetech Save window and the File Browser window.

To remove a folder from your fFavourites list: 

1. Right click on the folder 
2. Select Remove From Favourites

Add Folder

To add a Folder:

1. Right click on the selected Cabinet or Folder
2. Select Add Folder from the context menu
3. A window will appear allowing you to Create a new Folder. Give your folder a name and click Create.
4. The new folder will create and you will receive a message that the folder has been created successfully

Move Folder

To move a Folder: 

1. Right click on the selected Client, Cabinet or Folder 
2. Select Move Folder from the context menu
3. The File Browser window will open, allowing you to select the location you would like to move your folder to. Click Select.
4. You will then receive a message that the move has been performed successfully

Copy Folder

To copy a Folder:

1. Right click on the selected Client, Cabinet or Folder 
2. Select Copy Folder from the context menu
3. The File Browser window will open, allowing you to select the location you would like to copy your folder to. Click Select.
   
4. You will then receive a message that the copy has been performed successfully

Delete Folder

To delete a Folder:

1. Right click on the selected Client, Cabinet or Folder
2. Select Delete Folder from the context menu
3. A window will appear allowing you to delete your folder. You must enter a 10-character reason for deletion which will appear in the Audit Trail. Click Delete.
4. You will then receive a message that the folder has been deleted successfully

Rename Folder

To rename a Folder:

1. Right click on the selected Client, Cabinet or Folder
2. Select Rename Folder from the context menu
3. A window will appear allowing you to rename your folder. Click Rename
4. You will then receive a message that the folder has been renamed successfully

Show Deleted Files / Restore Deleted File

To restore previously deleted files:

1. Go to the folder that you have deleted the file from and select Show Deleted Files
2. Deleted files will show as greyed out
3. Highlight the deleted file that you wish to restore and click the menu at the end of the row
4. Select Restore and the file will be restored to the folder was deleted from
5. You can also view the Audit Trail of the Deleted file by selecting Audit Trail