Manage PAL Reading Room Folders

Prev Next

After reviewing documents, you can publish them to the PAL Reading Room. To add Folder(s) or Section(s) to the PAL Reading Room, you need to access the Reading Room Management screen.

You also have the ability to link directly to a PAL Reading Room Folder via the folder's URL. Simply copy the URL of the folder you'd like to link, and on when clicked it will navigate directly to the linked folder.

Steps to Access the Reading Room Management Screen

  1. Click Document Management > Search/Publish - Reading Room.

  2. Enter search criteria as necessary.

  3. Click Search. The Reading Room Management screen displays as shown below.

  4. Select a Folder.

  5. Click View Folders. This will take you to the Documentation Management module.

Steps to Add Folders/Sections to PAL Reading Room

NOTE: You cannot delete a document that has been sent to the PAL Reading Room from the View Documents screen in Document Management if its status is "Publish Pending."

  1. Click Document Management > Search Folders.

  2. Enter search criteria as necessary to locate the Folder containing the documents you want to add to the PAL Reading Room.

  3. Click Search.

  4. From the search results, select the checkbox next to the Folder containing the documents you want to add to the PAL Reading Room.

  5. Click Open Folders. The Document Management screen displays as shown below.

  6. Right-click the Folder. A menu displays as shown below.

  7. Click Add Folder to... > Reading Room. A verification message displays as shown below if no review layers are currently loaded.

  8. Click OK. The following message will be displayed:

    Create Folder Confirmation Message

  9. Click New to create a new Folder, or click Add to Existing to add to an existing PAL Reading Room Folder.

NOTE: If you clicked New, proceed with steps 10-13. If you clicked Add to Existing, proceed with step 14.

  1. After clicking New, the New Reading Room Folder window displays as shown below.

  2. Fill in the fields on the New Reading Room Folder window. These are described below:

Field

Description

Folder Name

The name given to the newly-created folder.

Reading Room File Cabinet

The PAL Reading Room file cabinet where the folder will be created.

Never Expires

When selected, the folder will not expire.

Show in PAL Reading Room

When selected, the folder and content will show in the PAL reading room.

Comments

Any additional comments about the Folder.

  1. After clicking Add to Existing, the Reading Room Search window displays as shown below:

  2. Enter search criteria as necessary.

  3. Click Search. A list of search results displays as shown below.

  4. From the search results, select the PAL Reading Room Folder you want to add the Folder to.

  5. Click Add To Existing.

  6. When the publishing job is completed, a message displays as shown below. Click Close Window.

  7. Click Submit For Publishing to submit the Folder for publishing.

  8. A verification message displays as shown below. Click OK.

  9. When the publishing job is completed, a message displays as shown below. Click Close Window. This completes creating a new folder. The steps below are for adding documents to an existing folder.

Steps to Edit PAL Reading Room Folders

  1. Click Document Management > Search/Publish - Reading Room. The Reading Room Management screen displays as shown below.

  2. Enter search criteria as necessary to locate the Folder containing the document you want to edit. These fields are described under the View PAL Reading Room Documents section.

  3. Click Search. A list of search results displays as shown below, based on the search criteria.

From the search results, select the Folder containing the document you want to edit, and click Edit Folder. The Edit Reading Room Folder screen will display.

Edit the fields as necessary. These are described under Add New PAL Reading Room Documents. When finished, click Update to save the folder details.

Steps to Delete PAL Reading Room Folders

Click Document Management > Search/Publish - Reading Room. The Reading Room Management screen displays as shown below.

Enter search criteria as necessary to locate the Folder containing the documents you want to delete.

Click Search. A list of search results displays as shown below, based on the search criteria.

From the search results, select the Folder containing the documents you want to delete.

Click Delete Folders.  A verification message displays as shown below.

Click OK. The Folder and the documents within it will be removed from the PAL Reading Room Folder.

Add Folders/Sections to PAL Reading Room

When documents are added to the PAL Reading Room, they need to be added to a Folder/Section.

Steps to Add Folders/Sections to PAL Reading Room

(!!) Note: You cannot delete a document that has been sent to the PAL Reading Room from the View Documents screen in Document Management if its status is "Publish Pending."

Click Document Management > Search Folders.

Enter search criteria as necessary to locate the Folder containing the documents you want to add to the PAL Reading Room.

Click Search.

From the search results, select the checkbox next to the Folder containing the documents you want to add to the PAL Reading Room.

Click Open Folders. The Document Management screen displays as shown below.

Right-click the Folder. A menu displays as shown below.

Click Add Folder to... > Reading Room. A verification message displays as shown below if no review layers are currently loaded.

Click OK. The following message will be displayed:

Click New to create a new Folder, or click Add to Existing to add to an existing PAL Reading Room Folder.

(!!) Note: If you clicked New, proceed with steps 10-13. If you clicked Add to Existing, proceed with step 14.

After clicking New, the New Reading Room Folder window displays as shown below.

Fill in the fields on the New Reading Room Folder window. These are described below:

Field

Description

Folder Name

Name given to the newly-created folder

Reading Room File Cabinet

PAL Reading Room file cabinet where the folder will be created

Never Expires

The folder will not expire

Show in PAL Reading Room

The folder and content will show in the PAL reading room

Comments

Any additional comments about the folder

Click Submit For Publishing to submit the Folder for publishing.

After clicking Add to Existing, the Reading Room Search window displays as shown below:

Enter search criteria as necessary.

Click Search. A list of search results displays as shown below.

From the search results, select the PAL Reading Room Folder you want to add the Folder to.

Click Add To Existing.

When the publishing job is completed, a message displays as shown below. Click Close Window.

A verification message displays as shown below. Click OK.

When the publishing job is completed, a message displays as shown below. Click Close Window.