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Smart Folders tutorial

In this seven-step tutorial you will create a simple claims management solution.
You can use Smart Folders for any purpose where you want to bring together files from across an organization, and apply metadata across a set of files. A good case study is an insurance claim, where you might want to bring together information for one customer, that relates to a claim and a specific policy.
Note: You will need system administrator rights to perform the activities in this tutorial.
In the tutorial, you will:
  1. Import a custom content model and create a Claims Application folder where your Smart Folder structure will live
  2. Enable Smart Folders and the Type-based Smart Folder, and import the clex_claimFolder.json Smart Folders Template
  3. Create a rule to automatically apply the aspects for your Smart Folder structure
  4. Create a new claim
  5. Add some supporting files to your claim
  6. Apply a System Smart Folder to your Claims Application folder, to see how you can use different Smart Folder Templates together
  7. Link your claim to related policy files
For more information about the Smart Folders workflow, see Planning and implementing Smart Folders. For information about Type-based, System, and Custom Smart Folders, see Type-based, System, and Custom Smart Folders.

The diagram shows the final folder structure that you will create during this tutorial: Smart Folder structure that you have created, including claims and policy folders

For background information on Smart Folder Templates, see What is a Smart Folder?

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