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Creating a Folder

Folders allow you to organize documents by category, department, or function—providing a structured and efficient way to manage and access related files within the system.

1. Click to Add a New Folder.

  • Create a name for the Folder.
    • Providing a name is required. The name of the Folder is essentially the category identifier for the documents that it will contain.
  • Provide a description for the Folder.
    • Providing a description is optional. The description is used to help provide extra information to a User as to what the Folder should contain.
  • Assign Folder Managers.
    • Assigning Folder Managers is required. Users and/or Groups assigned as Folder Managers are granted permission to create subfolders and documents, as well as set collaborators to this Folder.

1. Add New Folder-1

2. Select either Skip the Doc Defaults and Finish - OR - Set Doc Defaults.

2. Default Options-1

  • Set Doc Defaults:
    • Clicking this moves you to step 2 of 3, which is the beginning of Doc Defaults.
4. Set Doc Defaults-1
  • Skip the Doc Defaults and Finish:
    • Setting Doc Defaults is an optional function. Skipping this allows you to create the Folder without assigning the Doc Default settings.
3. Skip Doc Defaults-1
  • If you initially chose to skip setting Doc Defaults during folder creation, you can configure them later by accessing the following option:
    • In DocControl, select the existing Folder you want to apply Doc Defaults to.
    • Click the Hamburger icon in top left of the Folders window.
    • Click Update Folder Settings.
    • Click Set Doc Defaults.
5. Accessing Doc Defaults