Create and Manage Smart Folders
Smart folders are used to manage documents outside of a project, task, or issue, and are found in the main Documents area in the Main Menu . You can set up a smart folder to filter assets and display only those important to you, rather than searching through all of your assets.
Two smart folders are available to you by default the first time you access the Documents area: All Documents, and Recent. You can edit, rename, or copy default smart folders, but you cannot delete them. You can create additional smart folders to meet other asset management needs.
Access requirements
| table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront package | Any |
| Adobe Workfront license |
Contributor or higher Review or higher |
| Access level configurations* | Edit access to Documents |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Display Smart Folders
You can display folders in thumbnail, standard, or list view. To change the view, use the view options in the upper-right corner.
Create a Smart Folder
- Go to the Documents area where you want to create the smart folder.
- Click Add new.
- Click Smart Folder.
- Specify a name for the smart folder in the Folder Name field.
- Click Add a Filter Rule.
- Identify the information to be populated in the report by selecting the appropriate data type.
- Select the desired filter qualifier.
- Complete the filter rule, then click Save Folder.
Edit a Smart Folder
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Go to the Documents area that contains the smart folder that you want to edit.
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In the Folders column, click the More icon
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Click Edit.
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Make your changes, then click Save Folder.
Rename a Smart Folder
- Go to the Documents area that contains the smart folder that you want to rename.
- In the Folders column, click the drop-down arrow next to the smart folder that you want to rename.
- Specify a new name for the folder, then press Enter.
Copy a Smart Folder
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Go to the Documents area that contains the smart folder that you want to copy.
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In the Folders column, click the drop-down arrow next to the smart folder that you want to copy.
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Click Copy.
The Edit Smart Folderdialog box is displayed. The Folder Name field contains the original name of the folder, with the word Copy in parenthesis.
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Make your changes, then click Save Folder.
Delete a Smart Folder
- Go to the Documents area that contains the smart folder that you want to delete.
- In the Folders column, click the drop-down arrow next to the smart folder that you want to delete.
- Click Delete.
- Click Yes, Delete It.