My Smart Folders

In My smart folders you will see the Smart folders you have created in Document Management. You can also create new My smart folders here, that only you can see.

• New My smart folder

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To create a new My smart folder do like this:

1. Choose My smart folders  under My functions .
2. Click on the button Add new smart folder .
3. Enter the name of the new smart folder in the field Title.
4. Click on the Save button. After that a new window opens.
5. In the window Edit you can add the meta fields you want to use. Click on the button Add . Choose what meta field you want to add in the drop-down menu Meta field. You can change meta field by double-click in the field. After that you can edit Criteria and Value by double-click in the right field. NOTE: If you got a meta field of the type List with added options, you will get several options in the field Value. Choose one of them.
6. Click on the X in the upper right corner when you are done.

If you want to create a sub folder, navigate into the folder and click on the button Add new smart folder  and follow the instructions above.

• Criteria

There are five different criterias you can use. This is what they mean:
= (Exact equal to)
!= (Not equal)
like (Search for a pattern to match)
< (Less than)
> (Greater than)

• Edit My smart folder

1. Choose My smart folders   under My functions .
2. Choose the My smart folder you want to edit by checking the box behind the folder with the mouse.
3. Click on the button Edit .
4. Choose what meta field you want to edit in the drop-down menu Meta field. You can change meta field by double-click in the field. After that you can edit Criteria and Value by double-click in the right field. NOTE: If you got a meta field of the type List with added options, you will get several options in the field Value. Choose one of them. If you want to update the title on the Smart folder, you just edit your Title and click on the button Update title.
5. Click on the X in the upper right corner when you are done.

• Delete Meta field in My smart folder

1. Choose My smart folders  under My functions .
2. Choose the My smart folder you want to edit by checking the box behind the folder with the mouse.
3. Click on the button Edit .
4. Choose what meta field you want to delete.
5. Click on the button Delete  and then Yes.
6. Click on the X in the upper right corner when you are done.

• Delete My smart folder

1. Choose My smart folders   under My functions .
2. Choose the My smart folder you want to delete by checking the box behind the folder with the mouse.
3. Click on the button Delete  and then Yes.
4. Click on the X in the upper right corner when you are done.​

• Export My smart folder

1. Choose My smart folders   under My functions .
2. Choose the Smart folder you want to export by checking the box behind the folder with the mouse.
3. Click on the button Export  and then Yes.
4. A window appears where you can choose to open the file or choose to save the file. Depending on which operating system your computer is running, you get different questions and windows. For example, if you in Windows 7 click on the down arrow beside Save you get the possibility to use Save as and choose the location to download your files to. Choose where to save the packed *.zip file.
5. Click on Save.

NOTE: In ProjectCoordinator Desktop you won’t get the possibility to choose location to download your packed files to. The exported file ends up in C:\”your computers name“\users\”your users name”\My documents. For example the name of the file could be: “archiveexport-201308191506.tar”.

NOTE: In order to extract the exported file you in some cases need a program which can handle the file type *.tar or *.zip.

Examples of such programs are WinRAR (http://www.win-rar.com), WinZip (http://www.winzip.com) and TUGZip (http://www.tugzip.com).