7.5 Manage company document folders

Manage company folders and documents

Web

Users with appropriate group roles can manage company folders and files.

Add a Folder

1. Open Company Documentation.
2. Find the company or group.
3. Press Add.
4. Enter Folder Name.
5. Turn Enable Notifications on or off.
6. Press Add.

Edit a Folder

1. Open Company Documentation.
2. Find the company folder.
3. Press Folder Options.
4. Select Edit Folder.
5. Update Folder Name or Enable Notifications.
6. Press Update.

Delete a Folder

1. Open Company Documentation.
2. Find the company folder.
3. Press Folder Options.
4. Select Delete Folder.
5. Confirm with Remove.

Add a Document

1. Select a company folder.
2. Press Add.
3. Enter File Name.
4. Enter Version if required.
5. Add Comments if required.
6. Use Upload File (.pdf or .doc) to select the file.
7. Press Add.

Delete Documents

• Select one or more document rows in a company folder.
• Press Delete.
• Confirm the delete action.
• A document can also be deleted from Options when the user has permission.

WARNING

Deleting company folders or documents removes shared company content. Confirm the selected folder and files before deleting.