Upgrade a folder to a work area

1. Select a folder.
2. Select Folder > Upgrade to Work Area.
3. When the Work Area Creation Wizard opens, click Next.

   The Define the work area root folder properties page displays, showing the current general properties of the folder. These are the same as those that appear on the General tab of the Folder Properties dialog.

4. Either keep the existing information or change it as necessary, then click Next.
5. The rest of the procedure is the same as creating a new work area.

Downgrade a work area to a folder

You can also take a work area and change it into a regular folder. This will not delete any documents, subfolders, or sub-work areas in the work area, nor will it change any of the folder or document security applied to the folder, but it will remove custom work area attributes, resource assignments, the Saved Searches folder and any saved searches, and component associations.

To be able to change a work area into a folder, the following must be true:

• the participant's user setting, Work Area > Can delete, must be on
• the participant performing the conversion must have either the Administrator or Leader role, or
• the participant must at least have their Delete, Read, and Write work area/folder security permissions turned on for that work area (Preview Pane > Access Control tab)

1. Select a work area.
2. Select Folder > Revert to Folder.

   The Revert Work Area to Folder dialog opens, warning you of the items that will be discarded when you convert the work area into a regular folder.

   
   
   
3. (Optional) Turn on Revert all sub-work areas to subfolders.
4. Click OK.