Before we upload a document, we first need to have a folder for the documents to be stored. Folders are located in the Folder Navigation panel in the lefthand column of the platform.


Create a new folder:

To create a new folder: 

  1. Click on the '+'icon in the Folder Navigation panel and the Create Folder dialog box will appear.
  2. Give the folder a Name.
  3. Choose the Location where this folder will sit (at a top level or sub level).
  4. Decide who the folder is Accessible to (all project users or specific individuals/groups).
  5. If desired, give the folder a Description.
  6. If desired, give the folder a unique Color.
  7. Designate the Sort order.
  8. Set specific Document types.
  9. Click Save.

Set access:

You can change the folder access after it has been created.

  1. Click the 3-dot icon next to the desired folder.
  2. Select Set access.
  3. From the dialog box, select 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).

Edit a folder:

Existing folders can be edited as needed.

  1. Click the 3-dot icon next to the desired folder.
  2. Select Edit.
  3. The Edit Folder dialog box will appear, which contains the same options as folder creation.
  4. Click Save once the desired edits have been made.