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QMS

Folder Tree

Functionality

The folder tree is an integral tool for quality management and is a main component of several RamBase QMS applications.

The top folder is referred to as the root folder. The folder hierarchy starts with a root folder. Any folder can contain subfolders. The folder containing the subfolder is referred to as its parent folder and the subfolder is referred to as its child folder.

Folders can be created and edited to an application by clicking the three dots to the right of any folder. Folders can be moved using the drag and drop functionality. Simply click, hold, and drag the folder to its new destination. The right permissions need to be assigned in order to carry out these operations. To read more about assigning permissions, click here.Permissions

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Header

Description

Search folders search bar

The Search field can be used to search for specific folders.

Include underlying button

Toggle on the Include underlying option to display all the content in the selected folder and its child folders. The Include underlying option can also be used to search through multiple folders at once.

  • Folder tree

Options

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Description

Create folder

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Add a required folder name and an optional tooltip or short name. A short name is a useful way for documents to be easily identified by their folders.

For example, if the folder RamBase Development has the shortname DEV, all documents in the RamBase Development folder will have DEV added to the title (i.e. DEV - RamBase design system). The formatting of document titles (e.g deciding to put the short name before or after the document title) can be edited under the Settings tab in the QUALITYADMIN application.

Click here to read more about the QUALITYADMIN application.

Show folder url

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Displays the folder's URL. Click the Copy button to copy the URL to clipboard.

Edit folder properties

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  • General tab: Here the user can edit the folder's name, tooltip, and short name. Click the Save button to save the changes or click the Cancel button to discard the changes.

  • Permissions tab: Here the user can assign roles and duties to the folder. When creating a document in a folder, the document will automatically inherit the folder's permissions. To read more about permission, click here.Permissions

Delete

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Click the Delete option to delete the folder.

A folder must be empty before it can be deleted. This means it cannot contain any documents, media, or models.

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