Creating a folder

Before we upload a document, we need to have a folder for the documents to be stored in. Folders are located in the Folder navigation panel at the left side of the Documents page.

Creating a new folder

1. Select the + in the Folder panel. 

The Create folder dialog box appears.

1. Name: Give the folder a descriptive name.
2. Location: Choose the location where this folder is to live, at a top level or sub level.
3. Accessible to: Decide who the folder is accessible to, choosing from all project users or specific individuals/groups.
4. Description: If desired, give the folder a description.
5. Color: Optionally, give the folder a unique colour.
6. Designate the Sort order.
7. Select Document types to choose between Documents and Transcripts to be added.
8. Select Save.
   
   

Setting access

You can set access to a folder after it has been created.

1. Select the 3-dot icon kebab next to the desired folder.
2. Select Set access.
3. From the dialog box, select the users and/or groups to be given access.
4. Use the toggle to apply access to the top level folder only, or all folders and contents (if subfolders are present).
   

Editing a folder

Existing folders can be edited as required.

1. Select the 3-dot icon next to the desired folder.
2. Select Edit.

The Edit Folder dialog box appear, which contains the same options as folder creation.

6. Select Save once the desired edits have been made.