Managing Folders

From the menu on the left-side of the screen, click Admin, then click Folders under the Fileroom Management column, or click the Folders button below the admin menu.

Add Folder

Select the Cabinet you want to add a folder to.
Click the + to the right of the Cabinet field.
Enter the required Folder Field Values.
Click the Save button.

Edit Folder/Folder Security

Select the Cabinet the folder belongs to.
Use the folder detail fields to locate the folder, then click any of the folder details to open the folder.
In the pop-up window, update the folder details as needed.
If you would like to make a folder a private folder, check the Private Folder bubble, then add the Groups/Users you want to give folder access to.
When you are finished, click the Save button.

Delete Folder

Please note, you can only delete a folder if it is empty and there are no recoverable documents for the folder.

Under the Actions column, click the Delete button next to the folder you want to delete.
A pop-up message will appear at the top of the page. Click Yes to confirm.

Share Folder/Sub-Divider

Under the Actions column, click the Share Documents button next to the folder.
In the pop-up window, enter the Email(s) you want to share to.
- If you would like to share only one sub-divider in the folder, select the Sub-Divider.
Enter the End Date.
Click the Share button.

CM Link

If you would like to link an Account to an existing folder, please follow the steps below:

Under the Actions column, click the CM Link button next to the older you want to link an Account to.
Select the Account (and Contact If needed).
Click the Add button.

Assign Onboard

If you would like to assign an onboard to an existing folder, please follow the steps below:

Under the Actions column, click the Start Onboard button next to the folder you want to assign an onboard to.
In the pop-up window, select the Onboard.
- Check Retroactive if you want the system to count existing documents in the folder.
Click the Add button.