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Add a folder to the library

Adding folders to your Document Library is the best way to keep documents/documentation related to process definitions, assemblies, and parts organized and easy to access. 

  1. Log into the NPI client application.

  2. Select Libraries Libraries button > Document Library.

  3. Select the Global Documents node on the tree, then select the Add Folder Add Folder button button.

    Add Folder dialog


  4. Enter a Name and (optionally) a Description for the folder, then select OK.

Edit folder properties

In the Document Library, you can quickly change a folder name or description.

  1. Log into the NPI client application.

  2. Select Libraries Libraries button > Document Library.

  3. Expand the folder tree on the left side of the window and select the folder you want to modify.

    Edit Folder Properties dialog


  4. Enter a new name for the folder in the Name field (and optionally, a new Description), then select OK.

Tip

Providing detailed descriptions for folders can help others in your organization quickly locate the exact folders they need.

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