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.
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.
