Entering folder details

You can display additional information about a folder in the Details pane in the Folders list window. For example, you may want to provide links to additional project resources or general notes about the project.

You can also allow other users to edit folder details in the Folders list window, which is useful for collaboration. See Using the Folders list window. You cannot edit the folder details if you do not have permission to modify the public folder or if the folder is locked. See Managing access to folders.

Note:  The Details pane in the Folders list window and the Detail tab in the Add Folder and Edit Folder dialog boxes are only available if the Enable Details pane option is selected for the folder type. See Adding folder types.

1. Click the Details tab when you are adding or editing a folder.

2. Enter any Notes.

Tip:  Use the formatting toolbar to apply formatting and add images and tables. See Working with text fields.

3. Select Allow Details to be edited from the folder list window to allow users to edit the folder details in the Details pane in the Folders list window.

4. Click OK to save the changes.