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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