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    Add / remove folders and documents from workspace
    • 11 Oct 2022
    • 3 Minutes to read
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    Contents

    Add / remove folders and documents from workspace

    • Updated on 11 Oct 2022
    • 3 Minutes to read
    • Contributors
    • Print
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    Article summary

    This article applies to BOOST EMPOWER licenses

    Purpose and scope

    This article explains how to add or remove folders and documents to create links between the project space (that is, the external data source) and the workspace.

    Prerequisite

    You must have workspace manager or administrator rights.

    Constraints

    The rules that govern adding folders and documents depend on how the workspace works. For this reason, we divide this article into 2 sections, depending on how it works.

    Mode Loosely CoupledMode Mirroring
    The documentary structure is completely free both at the level of documents and at the level of folders. There is no constraint in terms of connections. On the other hand, this mode suffers from limitations in its use (e.g. files are not automatically renamed). For more information see Settings of a Workspace for Document Management .

    Mirrored replication imposes certain constraints: 

    • Only folders can be linked
    • The structure of the child folders of a linked folder must be strictly identical (mirror). It is therefore strictly forbidden to add a link inside an already linked parent folder that does not respect this constraint.
    • However, you can create a free structure using unlinked folders.

    Add unlinked folders

    The use of unlinked folders makes it possible to create a clean and independent structure. Given the absence of a link, you have total freedom.

    Mode Mirroring

    Add folders from the project

    1. Go to the Documents module
    2. Using the project browser, add folders by dragging and dropping from the browser to an empty area of the workspace.
      The contents of the project folders are also automatically added.
      These linked folders are the link points (or anchor points) of your workspace.
    3. Cooperlink prompts you to choose a friendly name for the link points. This name will be visible to the partner.
    ONLY BINDING POINTS CAN HAVE A DIFFERENT NAME
    By the very nature of the mirrored mode of operation, the project and workspace must be perfectly identical. Therefore, only the folder that is the subject of a binding point can have a different name.


    Link a physical folder to an existing virtual folder

    1. Go to the Documents module
    2. Using the project browser, drag and drop folders from the browser to an unlinked folder.
      The contents of the project folders are not automatically added. However, the mirror constraint applies and the documents will be added during the next check.
    3. Cooperlink prompts you to confirm the link.

    Check out folders and/or documents from the workspace

    In this mirroring mode, removing items has the effect of physically erasing them at the source. Cooperlink nevertheless keeps a copy of the versions exchanged with the partners.

    CAREFUL
    In the current version of Cooperlink, it is not possible to break (without clearing) link points. To break these binding points, switch to Loosely Coupled mode and make your change.

    Mode Loosely Coupled

    Add folders and/or documents from the project

    1. Go to the Documents module
    2. Using the project browser, add folders and/or documents by dragging and dropping from the browser to an empty area of the workspace.
      The contents of the project folders are also automatically added.
      You have complete freedom to create your links.
    3. Cooperlink invites you to choose a friendly name for the different link points. This name will be visible to the partner.
    ALL LINK POINTS CAN HAVE A DIFFERENT NAME
    This is one of the big differences with mirror mode. Each binding point, whether created by the user or derives from it by hierarchy, can have a different name from its source.


    Link a physical folder to an existing virtual folder

    1. Go to the Documents module
    2. Using the project browser, drag and drop folders from the browser to an unlinked folder.
      The contents of the project folders are not automatically added. Documents will not be added during the next check.
    3. Cooperlink prompts you to confirm the link.

    Check out folders and/or documents from the workspace

    In Loosely Coupled mode, you can choose between:

    • Remove items (i.e., break the link and remove them from the workspace, without affecting the source content)
    • Clear items (i.e. delete content at the source)
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