Document Folders

Document folders can be used to organize documents in the Docs section of a project. This article discusses how to manage standard and protected folders.

Tip

If a folder is empty, it appears with an outlined, unfilled icon. If a folder contains any files or any folders, the folder is considered non-empty, and it appears with a filled icon.

• Create Folders
• Delete Folders
• Protected Folders

Create Folders

Permission Required

Users with access to the Customs Editor Advanced tool can create folder templates to organize the Docs section for each project type.

Follow these steps to create a new document folder within a project:

1. Navigate to the Docs section. In the left-hand menu of the desired project, select Docs.
2. Add a new folder. At the top of the Docs section, the names of your selected Org and project are displayed. Click the caret beside the project name, and select + New Folder.
   
3. Name and save the folder. In the field that appears, enter the desired name of the new folder, and then click the checkmark icon.
   

Once a folder is created, it will appear in the Docs section. You can now either upload or move/copy files into the folder.

Subfolders

You can also create subfolders within folders to better organize your documents. There is no limit to the number of subfolders that can be created.

To create a subfolder, navigate to the folder that you want the subfolder to appear inside. Then, follow the above instructions for creating a folder.

Alternatively, to create a subfolder while in the folder navigation view, use the lefthand folder list to click on the folder you want the subfolder to appear inside. Click again to expand the folder’s dropdown menu, and then select + New Folder.

Delete Folders

Org Admin users can delete folders. Deleting a folder will delete all of its subfolders and documents.

Heads Up!

While deleted documents can be recovered via the Undelete Advanced tool on an individual basis, the folder structure is not recoverable.

To delete a folder, navigate to the folder and click the caret beside the folder name. Select Remove.

In the modal, type “DELETE” and click Delete to confirm. 

Delete Empty Folders

Although only Org Admins can delete folders containing documents, all users can delete empty folders. Before deleting a folder, delete or relocate any documents or subfolders that are inside that folder. Then, click the caret beside the folder name and select Remove.

A pop-up will ask you to confirm the deletion. Click Delete to proceed.

Protected Folders

Protected folders, and the files they contain, are only viewable to users with access—which is granted in the Teams section of the Member Access tool.

In the project Docs section, protected folders are indicated with a star folder icon. Users with access can see and open protected folders. Users without access can neither see nor open them.

Create Protected Folders

Users with access to protected folders can create a protected folder within a project. In the dropdown menu next to the current folder name, select + New Protected Folder.

Protected folders can be created within either standard or protected folders. However, you cannot create a standard folder inside a protected folder. All subfolders of protected folders must be protected folders.

File Attachment Fields

Files can be attached to file attachment fields, or created in DocGen widgets. If the file from a given field or widget is moved to a protected folder, that file will no longer appear in the field or widget for any users without access.

If one of multiple files has been moved to a protected folder, users without access will see messaging indicating so.

Move & Copy

Users with access to protected folders can move and copy files from standard folders to protected ones and vice versa. If a user moves or copies a file from a protected folder to a standard one, they will receive a message warning that they are increasing the visibility of the file.

Auto-move cannot be configured with protected folders.

Unsupported Actions

Some document actions can not be taken on files in protected folders. If an action is not available, it will be grayed out and unclickable. Actions that are not available for files in protected folders include:

• bates stamping
• document combining
• AI Doc reviewing
• fax
• Vinesign signing
• note this
• share links
• Sidebar AI