About using standard and enhanced folders in the backward-compatible document library

The folders that you create are the foundation for the user experience within the backward-compatible document library. You can either create folders or import existing folders from your file structure. Because these folders are where users store and work with their documents, it is important to choose a folder type based on document management needs.

• Use standard folders for documents that do not require document control such as editing, review, or approval. An example of a document that might be appropriate for a standard folder is a document containing the minutes from a meeting.
• Use enhanced folders for documents that require document control such as editing, version control, review, or approval before being published on the portal for public view. A research proposal is an example of the type of document that might belong in an enhanced folder.

Folder Settings

If you are a coordinator for a folder, right-click the folder and click Properties to change the following folder settings:

• General    Use this tab on the Properties page to enable or disable enhanced folder settings and to view the general properties of the folder.

  Important  You cannot enable or disable enhanced folder settings for a folder that contains documents. To change this setting, you must first remove all documents from the folder.

• Security    Use this tab on the Properties page to add and remove users, to assign users to roles, and to configure folder security inheritance settings.

  If a folder has the Use Parent Folder's Security Settings check box selected, subfolders, whether new or imported, automatically inherit properties and settings from their parent folders. For example, if the target folder is an enhanced folder, the imported folders become enhanced folders.

  If the target folder is a standard folder, the imported folders become standard folders. Roles inherited from the parent folder change dynamically when roles on the parent folder change.

  Note  Subfolders inherit approval routes from parent folders only at the time they are created. Changes to the approval routing of the parent folder are not inherited after the subfolder is created. You must manage these settings separately for each folder.

• Document Profiles    Use this tab on the Properties page to select which document profiles to apply to an enhanced folder (standard folders allow all document profile types) and to select the default profile to apply to all documents placed in the folder that do not already have a document profile assigned.
• Approval    Use this tab on the Properties page only with enhanced folders. You can use this tab to add and remove approvers, select the approval route, and provide comments for the e-mail sent to approvers that notifies them that a document is awaiting their approval.

Related Topics

About standard and enhanced folders in the backward-compatible document library

About document management and publishing