Editing Folder Properties (folder names, tags, metadata)

Required Roles: Workspace Manager

Step 1. Navigate to the folder.
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Step 2. Switch to Workspace Manager in the top right corner of Kivo. Click on the ellipsis and choose Edit.

Step 3. To change the name, click the name field and type the new name.
In the example below, '01.03.03 Clinical Operations' becomes '01.03.03 Clinical Operations_QA_Kivo.'

Step 4. To edit the tag name, click the tag icon or the existing tag name. Type the new tag, then press Enter to save it. In the example below, the tag is 'archive'. After clicking inside the tag box, the new tag, 'sop' is entered. Multiple tags can be entered and separated by commas.

Tags are used to populate available file templates, sub-folders, etc.

Step 5. Click the metadata tab to define metadata for the folder. All documents created in the folder will inherit the defined metadata.