Although most Users are comfortable with folder structures on their local computers and database drives, our platform can eliminate filing hierarchy in a folder structured environment.
However, there are times when folder structures are needed for document storage. Please note, creating a complex folder structure will make it difficult to navigate for your company or organization. When adding or editing a folder, you will need to:
- Give it a Folder Name
- Give it a Parent Folder (typically the ROOT folder is the default)
- NOTE: After adding a folder, you can go back and edit it to make itself the parent folder; This will put it at the same directory level as the "ROOT" folder
- Give it permissions that are the same as its parent folder
- NOTE: Permissions can either be inherited from the parent folder or set individually at the Group or User level. Folders are the only situation where Users can have specific permissions that override Group permissions.
- Give specific Permissions to Groups
- Also, specific Users can be given special rights to a particular folder, without the constraints of their Group Permissions.