An administrator may find it necessary to manage a folder. The options are:
Add Sub-Folder – allows the Administrator to create a subfolder structure
Archive – allows the Administrator to Archive the folder and documents
Edit – allows the Administrator to change director access to documents
Delete – allows the Administrator to delete the folder and its contents
Click on Manage.
Adding a Sub-folder
Administrators who wish to add additional organization to Corporate Information, Director’s Guide, or General Board Information pages, may create a subfolder structure. The Administrator clicks on MANAGE, then ADD SUB-FOLDER on the row where they would like to create a subfolder structure.
Once the new folder screen appears the Administrator will fill in the name of the folder and who will have access to the folder. Click on SAVE.
Please note: Permissions set on the parent folder will be inherited by the subfolder by default, however, that can be adjusted accordingly. A subfolder cannot expand permissions over that of its parent folder i.e. permission for subfolders can be the same or more restricted than that of their parents.
To view the subfolder and manage its contents, click on the down arrow on the row with the subfolder.
The details of the subfolder may then be managed.
Archiving a Folder
An administrator may decide that a group of documents in a specific folder is no longer needed for reference. On the row of the folder to be archived choose MANAGE and then ARCHIVE. The folder or subfolder will disappear from the Document Screen and will no longer be available to those directors who had access.
The Document Screen will update removing it from view.
Unarchive Folder
To unarchive a folder, first, click on Show Archive Folders from the Document Screen.
Once clicked the screen will show which folder is archived, click on MANAGE and unarchive to restore the folder.
Edit Folder Access
The Administrator may choose to change who may access the information in a folder or subfolder. The Administrator will click on MANAGE and then Edit.
Then the Administrator will change Access to the folder and click on Save.
Delete a Folder
The Administrator may choose to remove a folder or subfolder entirely. On the row for that folder or subfolder, the Administrator clicks on MANAGE and Delete.
Please note: Once something is deleted it is removed permanently.
Once clicked BoardWorks will provide a notification to confirm this folder’s deletion. Click on Save to confirm.
