Folder Commands

Create Folder

See Create Folder in On Demand Folder Commands.

Import Documents

See Import Documents in Import and Export Commands.

Create Simple Folder

See Create Simple Folder in On Demand Folder Commands.

Create Search Folder

See Create Search Folder in On Demand Folder Commands.

Delete Folder

The Delete Folder command allows you to permanently delete a folder from a workspace.

To delete a folder:

Right-click on a folder that you would like to delete and select Delete Folder from the Milan menu.
In the confirmation dialog, click Yes.

Note: A folder cannot be deleted if it contains any subfolders or documents.

Edit Folder

The Edit Folder command allows you to edit a folder's description, metadata, or security.

To edit a folder using the Edit Folder command:

Right-click on a folder and select Edit Folder from the Milan menu.
Change the folder's name, class/subclass, or security.
Note: The attributes that you are allowed to edit can vary from folder to folder.
Click Save.

What's this folder for?

The What's this folder for? command displays a web page associated with the selected folder.

To specify a help file:

Create an HTML help file at ...\Prosperoware.Milan\help\folder.
Open Folder Template Editor from Milan Administration menu.
Expand the desired template.
Click on a folder for which you want to add a help file.
On the Basic tab, type the name of the previously created HTML file in the Help File Name field.
Click Save.

Manage Folders

See Manage Folders in On Demand Folder Commands.

Move Folder

The Move Folder command allows you to move the selected folder to any location within WorkSite to which you have access.

To move a folder:

Right-click on a folder and select Move Folder from the Milan menu.
In the Move Folder dialog, search for or browse to a workspace or folder.
Select a new location for the folder and click Move.

Edit Profile

The Edit Profile command allows you to set metadata values for the selected folder.

To edit a profile:

Right-click on a folder and select Edit Profile from the Milan menu.
Add or modify the WorkSite custom metadata values.
If required, configure options on the Advanced Options tab.
Click Save.

Edit Profile Dialog

Profile Tab

The Profile tab provides drop-down menus for setting the metadata values associated with the selected folders. By default, only Practice Area, Matter Type, Status, Jurisdiction, and Custom23 are available.

Advanced Options Tab

Document Options	Profile Changes Applied To
Update all documents	All the documents in the workspace.
Update public documents	All public documents in the workspace.
Do not update documents	No documents.
Skip documents with the following author(s)	Any document with an author not listed here. Authors must be specified by their WorkSite ID in a comma-separated list.
Skip documents with the following document type(s)	Any document with a document type not listed here. Types must be specified by their alias in a comma separated list.

Edit Security

The Edit Security command allows you to modify the security of the selected folder by:

Changing its default security
Adding or removing users/groups to or from its ACLs
Applying its security to its subfolders and documents

To edit a folder's security:

Right-click on a folder and select Edit Security from the Milan menu.
Set the default security of the folder.
Add users or groups to the security list for the folder with Read Only, Read/Write, or, Full Access rights.
You can also restrict access to the folder by adding the user in the security list with No Access.
Click Add.
To delete a user from the list, click the Remove icon.
If required, configure options on the Advanced Options tab. Refer to the above table for descriptions of each option.
Click Submit.

Edit Security Dialog

Edit Security Tab

Field/Button	Description
Default Security	The default security of the folder, which can be set to Private, Public, or View.
Inherit Security from Parent	Specifies whether the folder's security is inherited from its parent workspace/folder (checked) or unique (unchecked). Note: You cannot make changes to a folder's security while this option is enabled.
User/Group	A drop-down menu from which you can select a user or group to add to the folder's security.
Access Rights	The WorkSite access rights (Read, Read/Write, Full, or None) to be assigned to the user selected in User/Group.
Reason	An optional explanation for the addition of the user/group that is recorded in the comments field of all related audit log items.
Add	Adds the user or group selected above to the access list below. Note: Users added to the access list are not added to the folder's security until after you click Submit.

Advanced Options Tab

By default, security changes that you make on the Edit Security tab are applied to all folders and documents within the selected folder. To limit which items are updated, you can configure the following options on the Advanced Options tab.

Section	Option	Security Changes Applied To
Folder Options	Update all folders	All subfolders.
Folder Options	Update only folders that inherit	All subfolders that do not inherit security.
Document Options	Update all documents	All documents in the folder and its subfolders.
	Update public documents	All public documents folder and its subfolders.
	Do not update documents	No documents.
	Skip documents with the following author(s)	Any document with an author not listed here. Authors must be specified by their WorkSite ID in a comma-separated list.
	Skip documents with the following document type(s)	Any document with a document type not listed here. Types must be specified by their alias in a comma separated list.

To change the default values for Folder Options and Document Options:

Open advanceSecurityOptions.config (located in C:\Program Files\Prosperoware.Milan\data\) in either a text editor or Milan (Administration → Configuration Files → Data).

Update the attributes listed below with an appropriate value:

Section	Attribute	Option	Value
Folder Options	updatecustomsecurityoption	Update all folders	all
Folder Options	updatecustomsecurityoption	Update only folders that inherit	inherit
Document Options	updatedocuments	Update all documents	all
		Update public documents	public
		Do not update documents	none

Save the file in your text editor, or click Save in Milan.

Note: Updates to this configuration file take effect immediately after saving and affect the Edit Security dialogs for both folders and workspaces.

Add To Recycle Bin

See Add to Recycle Bin in Recycle Bin Commands.

View Recycle Bin

See View Recycle Bin in Recycle Bin Commands.

Create Binder Export

See Create Desktop Import in Import and Export Commands.

Create Binder Import

See Create Desktop Export in Import and Export Commands.