Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Document management

Document folders

You can create folders to organise and share your documents.

Creating folders

To create a new folder, click on the
New folder
 option on the
Documents
 tab.
Creating new folder.

Creating documents from folders

To create a new document from a folder, click on the
New document
 button when in the applicable folder.

Populating folders

To move a document to a folder:
  1. Check the documents you want to put in a folder on the
    Documents
     tab.
  2. Click
    Move
     button.
    Moving documents to a folder.
  3. Select the folder, in which you want to put the selected documents and click
    Move
    .
    Selecting a folder.
note
If the document and folder have different permissions set up, they will continue to have different permission sets (i.e. moving a document into a folder will not change the permissions on the Document).

Deleting folders

To delete a folder:
  1. Check the required folder on the
    Documents
     tab.
  2. Confirm the deletion.

Setting up folder permissions

To set up folder permissions:
  1. Click the button in the
    Access
     column on the
    Documents
     tab.
  2. Set up the permissions similar to document permission (see Sharing with users).
Providing access to a folder.

This article applies to:

  • PRODUCT: Contract Express