Smart Folders for different attachments are indicated by different folder icons or legends as displayed in the following figure. This helps in organizing and managing different types of attachments easily,

Transmittals can be managed using the transmittal type smart folders. Transmittals in the folder are displayed in the grid with its details.  Entire data in a selected smart folder grid can be exported to Microsoft Excel using the option ‘Export to Excel.’ On clicking Download, transmittal details are opened as a PDF document.

Bread crumb navigation  allows users to retrace their steps, or go back to a parent smart folder. In cases where there are a lot of child smart folders arranged one inside the other, bread crumb navigation can greatly enhance the way users find their way around.

Bread crumbs typically appear horizontally across the top of the page, below title bars or headers. They provide links back to each previous folder the user navigated through to get to the current folder. Bread crumbs provide a trail for the user to follow back to the starting or entry point. A greater-than sign (>) serves as hierarchy separator.

A bread crumb trail or path based on smart folder selection history is  as displayed in the following figure.

Figure: Bread crumb Navigation

When the name of a folder hierarchy is larger than the horizontal space available, name of folders from the left is removed except the name of last smart folders in the hierarchy. In place of removed folders,  “<<”  is displayed.

Document attachments can be downloaded directly from the smart folder. Documents with attachments are indicated using the attachment icon as shown in the following figure.

1. Click the attachment icon to download the attachment.

Document Attachments window is displayed.

Figure: Document Attachments window

1. Select the attachment that you want to download and click Download.

Attachment is downloaded.

Items that are displayed in the smart folder grid can be filtered by applying filters on column headers. Once filters are applied, items based on the filters are only displayed in the grid.

Once content in smart folder are filtered, data is displayed in the grid as required. When the user starts working on the documents at some point of time there are chances the user searches a document and will be unable to find it. User may not be sure about the multiple filters applied in the smart folder. User has to move through multiple column headers and check the filters. This is confusing and time consuming. To handle such situation option to view and clear the applied filters is available.

Only latest transmittal released documents can be displayed in a separate Smart Folder. To make this possible while creating personal folders in WRENCH ENT server, option to create personal folders exclusively to display transmittal released documents is selected. 

Content in the smart folder can be grouped based on the column header. Grouping can be done for document, task and correspondence smart folders.

A right-click menu is available for smart folder, which displays only the operations that can be carried out for the current selection.

In the right-click menu of a single smart folder the following menu is displayed.

Figure: Right-click menu operations

On clicking the operations icon after selecting a single folder the same menu is displayed. If a user right-clicks on a smart folder directly, operations menu is displayed.

In the right-click menu for multiple smart folders the following items will be displayed.

The same menu is displayed when multiple folders are selected and smart folders operation icon is clicked.

In the right-click menu that is displayed for single or multiple folder selection from Favourites section only option Remove from favourites will be displayed.