Traditional Folders
You can create traditional folders in M-Files. These folders do not have the additional properties provided by views. Traditional folders are comparable to, for example, folders on your C: drive. They can be used to organize content or import files to M-Files.
Organizing Content with Traditional Folders
In the classic M-Files Desktop, it is possible to create traditional folders in some views opened through the Browse relationship feature. If your M-Files administrator has enabled this feature, you can double-click a non-document object to open the related objects in the listing area. For example, double-clicking a customer to see their projects and then double-clicking a project to see the project documents.
With traditional folders, you can create a custom structure for this type of view to simplify daily tasks especially when there is a large number of objects. The traditional folders are visible to all users who double-click the non-document object, such as a project or customer.
- In the classic M-Files Desktop, open a view that supports the double-click functionality. If the view has many levels, double-click the next grouping levels or views to see the contents.
- Double-click a non-document object, such as a project or customer. Repeat this until the objects that you want to organize in folders are shown.
- Right-click an empty space in the listing area and select New Traditional Folder.
- Enter a name for the traditional folder.
- Drag and drop objects to the traditional folder.
- Repeat steps from 3 to 5 until you are ready with the content structure.
- In the traditional folder, right-click the object and select Remove from This Folder.
- In the confirmation dialog that is opened, click Yes.
- Go to the view level that has the traditional folders. The object that you removed from the folder is shown here.
- Drag and drop the object to another traditional folder.
Creating a Traditional Folder to Import Files
Traditional folders allow you to keep the original folder structure of the imported files.
To create a traditional folder for this purpose:
- In the classic M-Files Desktop, press Alt to show the menu bar.
- Select .
- Optional: Right-click the traditional folder and select Rename to rename the folder.