Dynamic Folders
Dynamic Folders allow reviewers quick access to batches of documents based upon searches of selected database fields or predefined search queries. When reviewers open a Dynamic Folder, they are implementing a specific search set up in the Dynamic Folders; in essence, the Dynamic Folder is a virtual folder that is actually a shortcut for running a specific search, and the documents in the folders satisfy the conditions of the searches. As records are coded and saved, the documents move dynamically into appropriate folders based on the coding changes.
Create Dynamic Folder Structures
Dynamic Folder structures can be managed directly through the Insight interface.
Click the Dynamic Folders button in the Administration menu to display your Dynamic Folders list.
To create a new top-level Dynamic Folder, select Add Dynamic Folder and enter the folder name in the Dynamic Folder Name field. This will be the name of the Dynamic Folder structure.
To begin to add your subfolder structure, click the Add (plus) button
You can base a Dynamic Folder structure on fields or search queries by selecting either option. To base a level on a field, leave the Field option selected and set the field in the Field Name menu.
Click the Expand/Collapse (down triangle) button to view your structure. This will show you how the folders appear to the user.
Click the Add (plus) button to continue to add fields or search queries as sub-level folders within the structure.
Folders can be based upon search queries as well. This is as simple as selecting the Search option. This opens Free-Form Search, and you can use the Search Assist to create a query. You can also type directly into the Search box.
Watch the short tutorial on creating Dynamic Folders based on search queries.
Click the Edit (pencil) button to rename the folder, change its level within the structure, or change the field or query on which it is based. Click the Delete (trash can) button to remove it. As documents are tagged and saved, the documents virtually move to folders based upon the coding. Because Insight is XML based, there are no latency issues, meaning the documents will immediately move based upon the appropriate changes.
