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.

To create a content structure with traditional folders:
  1. 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.
  2. 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.
  3. Right-click an empty space in the listing area and select New Traditional Folder.
  4. Enter a name for the traditional folder.
  5. Drag and drop objects to the traditional folder.
  6. Repeat steps from 3 to 5 until you are ready with the content structure.
To move an object to another traditional folder:
  1. In the traditional folder, right-click the object and select Remove from This Folder.
  2. In the confirmation dialog that is opened, click Yes.
  3. Go to the view level that has the traditional folders. The object that you removed from the folder is shown here.
  4. Drag and drop the object to another traditional folder.
Note: The objects in a traditional folder must match the view conditions to be shown in the folder. If an object no longer meets the view conditions, it is not visible in the 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:

  1. In the classic M-Files Desktop, press Alt to show the menu bar.
  2. Select Create > Traditional Folder.
  3. Optional: Right-click the traditional folder and select Rename to rename the folder.
A new traditional folder is created and added in the Traditional Folders view. You can use the folder to import files and folders to M-Files. For instructions, see Saving Folders to M-Files.