Create and manage folders
DISCO Review administrators can create as many top-level folders as they need. To access the Folders page, in the main menu, click Folders. On the Folders page, you can create a folder structure up to four levels deep. DISCO Review allows up to 400 subfolders beneath a top-level parent. Deleting a parent will also delete its sub-folders; however, documents within these deleted folders are not deleted, just divorced from their folder relationship.
Add documents to folders
Any administrator or document reviewer can add documents to a folder or remove documents from a folder via the search results screen or the document viewer screen. You can store a document in multiple folders, as well as in the parent folder and child folders.
Mass folder
To mass-add documents to a folder, run a search and then select some (or select all by default) documents. Click the mass action icon to add these documents to a folder, just as you would mass tag a document.
Add an individual document to a folder
To add an individual document to a folder or folders, navigate to the document viewer. In the left sidebar, click Folder.
Add or remove the document from any folder. If you take the document out of the parent folder and a green outline remains, this indicates the document is stored in one of the sub-folders, but not in the parent folder. Your documents will automatically save once added to a folder.
Search by folder
There are two ways to search and filter documents based on folders. First, from the search screen, click the folder icon to the left of the search bar. From here, navigate documents within your folder structure by clicking a folder name. This will add a filter to your search criteria, showing you that folder's contents as well as the contents of any sub-folders. Deselect the check box above to only show the contents of a particular folder and not its children.
You can also use the following search syntax to search your DISCO Review folders:
folder("name of your folder goes here")
To search within a sub-folder, use a forward slash to indicate the indentation of each folder level. For example:
folder("wine/red/fruity dry red")
searches documents within the fruity dry red sub-sub-folder.
Use a folder as a source for stages
To add a folder as a source in your workflow stage, use the following search syntax:
folder("name of your folder goes here")
This feature is available in all databases created on or after February 15, 2016.