HOW TO TUTORIALS Document and template folders

When you create a new document folder or template folder you can assign an access group to them. This will allow the users in that group access to any templates or documents placed into those folders. By default, your account will be created with 2 folders, one for documents and one for templates.

RESOURCES >> Documents and Templates

step one

step one

Creating folders and assigning access

  • Click the + next to 'Folders' or 'Templates' to open the create folder window
  • Enter your preferred name for the folder.
  • Click  please select dropdown box and select the group you want to grant access to.
  • Below it will show the users that will have access to the folder
  • Click create, and that folder along with anything stored in it, will now be accessible to all members in that access group.

 

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step two

step two

  • While you're able to edit a folder and its permissions at any time, you may only delete a folder if there are no documents or templates currently stored there.

Please Note: If you are a user on an account you will not be able to modify folders. You will need to ask your account admin to do this for you, or to add you as an admin on the account.

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