How Do I Create a Folio?

In Folio Manager, go to Folio Management ribbon and select New Folio. A dialogue pops up. Before they become usable, select a Registration Template and optionally a Folio Template. 

Registration Templates are made with our Template Admin and Quick Reg modules within Document Manager. Folio Templates are made based off of previously made Folios. Folio Manager comes with a premade Registration Template and Folio Template so that you can begin work on creating a Folio. They are essentially blanks. Once you select the New Folio Registration Template, the controls will engage below the drop down menu, making the rest of the controls usable. 

There are six tabs to fill out when creating a Folio. The first tab is the Document Properties, where the basic information of the folio is placed, such as the Title, Description, Owner, Final Approval Authority, etc. The second tab is the Access tab, where you decide who has what type of access to this folio. The third tab is the Indexing tab, which is where we will index our Folio just like any other document in our system. The Electronic Distribution tab determines who gets notified of any changes made to that specific Folio. You can either have it sent to All Users with Access, or you can make a list of users and user groups just like on the Access tab. The Paper Distribution tab is for any controlled copies of the folio moving around, this tab is to define the signatures needed. It has the same configuration as the Electronic Distribution tab. The last tab is the Review tab. Here is where we establish a periodic Review, if you desire it or not. Select OK to complete the process.

Please look at the link below to view a video about how to create a Folio, from our How Do I Series!