How to create a new folder?

You can create a new folder in the Documents view. Please note that only administrators can create folders.

1. Open the Folders view from the top right corner of the Documents section: 
2. Next, select Create a new folder.
3. Name the folder and add a description. In the folder description, you can specify in more detail what kind of documents belong under the folder.
4. Finally, click the Create folder button and you're all set!

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.

Folders are automatically listed in alphabetical order and cannot be arranged in any other way.

Currently, it is not possible to create subfolders.

How do I grant users access to the folder I created?

When you want to grant specific users access to a folder you have created, you can do this in the account Settings. Go to Users > Groups. Select the user group you want to grant access to and click Edit. Add the desired folder to this user group's permissions under Add folder. This process ensures that only the users you have specified can access the folder and its contents. Administrators can see all folders on the account.

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 How do I create a folder in the old archive view?

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