You can create a new folder in the Documents view. Please note that only administrators can create folders.
1. First, select Folders.
2. Next, select Create a new folder.
3. Enter the desired name for the folder. If you wish, you can also add a description to the folder, detailing the type of documents that fall under the folder.
4. Finally, click the Create Folder button and you're done!
When you want to give specific users access to a folder you have created, you can do this from the account Settings. Go to "Users" → "Groups". Select the group to which you want to grant access and click “edit”. Add the desired folder to the permissions of this user group from the “Assign a new folder” section. This procedure ensures that only the users you specify can access the folder and its contents. Administrators can see all folders in the account.
Also, deleting a folder is done from the Folders section by selecting the trash can icon next to the folder you want to delete.
Note! Currently, it is not possible to create subfolders for document types.
Does the page look different?
Companies registered before September 2023 may still have the old archive view. The new view will soon be available to all users, but currently, some of our older users are still using the old archive view. Instructions for creating folders in the old archive view can be found in the help article Adding a folder.
This article has been translated using an AI-based translation tool.
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