Specifying the Related Folder

  1. In the Profile tab in the panel on the right, click the magnifying glass icon next to the Related Folder box. A window opens, displaying the folders available for assigning the new document type.https://tiug.trialinteractive.net/Images/specifying_the_related_folder_10.png Figure 34: Related Folder
  2. Select the proper folder or subfolder for the document type. In this example, we have chosen the Relevant Communications folder. Figure 35: Select Folder
  3. Click OK at the bottom of the window.
  4. Back on the main Document Types view, click Save at the bottom of the panel on the right.