Administrators can manage document folders using the Manage menu associated with each folder.
The following options are available:
Add Sub‑Folder
Create a subfolder within the selected folder to further organize documents.Archive
Archive the folder and all documents it contains.Edit
Update director access and permissions to the documents within the folder.Delete
Permanently delete the folder and all of its contents.
To access these options, select Manage for the folder you want to update.
Adding a Sub‑folder
To further organize documents within Corporate Information, Directors Guide, or General Board Information, administrators can create sub‑folders.
From the folder where you want to add a sub‑folder:
Select Manage.
Select Add Sub‑Folder.
When the New Folder screen appears:
Enter the sub‑folder name.
Select who will have access to the sub‑folder.
Select the Save button to create the sub‑folder.
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 a sub‑folder and manage its contents, select the down arrow on the row where the sub‑folder is listed.
Once expanded, you can view the sub‑folder and manage its documents and settings.
Archiving a Folder
Administrators can archive a folder when its documents are no longer needed for active reference. From the row of the folder or sub‑folder you want to archive:
Select Manage.
Select Archive.
Once archived, the folder and its contents are removed from the Documents screen and are no longer visible to directors who previously had access.
The Documents screen updates automatically, removing the archived folder from view.
Unarchiving a Folder
To restore an archived folder, first toggle Show Archived Folders on the Documents screen.
Archived folders will then appear in the list. From the row of the folder you want to restore:
Select Manage.
Select Unarchive.
The Documents screen updates automatically, and the folder is restored to its original location and becomes available again based on its assigned permissions.
Editing Folder Access
Administrators can update who has access to a folder or sub‑folder.
From the row of the folder or sub‑folder you want to update:
Select Manage.
Select Edit.
Update the access settings as needed, then select Save to apply your changes.
Deleting a Folder
Administrators can permanently remove a folder or sub‑folder and all of its contents.
From the row of the folder or sub‑folder you want to delete:
Select Manage.
Select Delete.
Please note: Deleting a parent folder permanently removes the folder, all sub‑folders, and all documents contained within it. This action cannot be undone.
A confirmation message appears to confirm the deletion. Select Save to complete the action or Cancel to return to the previous screen.
