Adding an item to the container structure

To add an item to the complex file container structure, click on the button on the side toolbar of the Structure tab.

On the screen that will be opened, enter an ID # and a name for the structure item. Fill out the Upper level item field for the item to be hierarchically added below another item. In this case, select the desired item. If an item is selected in the hierarchy of the "Structure" tab, this field will be filled out, but it will be possible to edit it. Configure the following fields as well:

Content type
Free format	Select this option to allow electronic files with any format to be associated with the item.
Specific format	Select this option to allow only electronic files with specific formats to be associated with the item. In the Specific format field that will be displayed, enter the desired formats. Use a comma to enter more than one format. For example: .doc, .gif, .pdf.
Template	Select this option to define if the item content will be based on a template. In the Template field that will be displayed, select the desired template. Use the buttons placed on the side of the field to create a new template and use it in the item and to clear the field.
Document from SE Document	Select this option to allow documents recorded in SE Document to be associated with the item. Fill out the Restrict to category field to define that only documents from a certain category can be associated with the item. In that case, select the desired category. If this field is not filled out, documents from any category may be associated with the item.
Parasolid file*	Select this option to allow only electronic files with the .x_t, .x_b, .xmt_txt and .xmt_bin formats to be associated with the item.

*available only if the container has the connector use enabled.

Number of records	Filled out	Not filled out
Minimum	Allows determining that the item must have a minimum number of files.	It will not be required to associate files with the item.
Maximum	Allows limiting the number of files that the item may have.	The number of files that may be associated will be unlimited.

In practical terms:

▪If the Minimum and Maximum fields are not filled out, it will be possible to associate from 0 to infinite files.

▪If the Minimum field is filled out with the value "20" and the Maximum field is not filled out, the item must mandatorily have at least 20 files associated, and an unlimited number of files may be associated with it.

▪If the Minimum field is filled out with the value "20" and the Maximum field is filled out with the value "100", the item must mandatorily have at least 20 files associated, and a maximum number of 100 files may be associated with it.

▪If the Minimum field is not filled out and the Maximum field is filled out with the value "100", the association of files will not be required, and a maximum number of 100 files may be associated with it.

After filling out all the necessary fields, save the record. Repeat the procedure to add all desired items to the structure.