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Entering folder details

You can provide 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.

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 Formatting 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.

The information is displayed in the Details pane when the folder is open in the Folders list window.

 

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