With Docue you can create folders, which enables you to keep your documents organised, and can also be used to restrict the visibility of certain documents to selected users. Creating folders makes it easier to manage contracts, search for documents on an account, and enable the restriction of usage rights.
Admins can assign each Member access to only the necessary folders and archived documents within those folders. For example, the HR department at a company may have HR folder where employment contracts are stored which isn't accessible to people in other departments. Similarly sales representatives can store quotations and order confirmations in their own folders. Through folders and subfolders Admins of a Docue account can make sure that only certain Members have access to appropriate documents. Advanced sharing features make it easy to share documents and folders between account users.
Next, we will go through how to 1. create a folder structure, 2. create a sub-folder under main-folders and 3. move documents from one folder to another
Creating a folder structure
Admins can create new folders in the "Documents" section and the "Create document" section. Once a new folder has been created, admins can specify who has access to that folder, i.e., who or which members can view the documents stored in the folder.
In addition to main folders, it is possible to create subfolders under main folders.
Note: Only admins can create main folders, but all users (admins and members) who have access to that main folder can also create subfolders under it. For example, sales representatives can store their own order confirmations under the Sales contracts main folder in their own subfolders.
Creating new folders and sub-folders under main-folders
Admins are able to create new folders by going to "Documents" and clicking on "Create folder".
You can bring your own PDF-documents to our service.
You can click on the main-folder to open it and see all the documents and sub-folders it has.
4. The name of the main-folder.
5. The name of the sub-folder under the main-folder.
6. By clicking on "Create folder" you can create a sub-folder under the main-folder.
Moving documents from one folder to another
You can move a document to or from a folder by clicking on the document you want in the "Documents" section and selecting "Move to folder".
You can also move multiple documents to a folder. Just go to "Documents" and either click individually all the documents you want to move,
or click on the box next to "Title" to select all the documents.
Then you can move all the selected documents to a folder by clicking on "move to folder".
Keywords: folder, folder structure, storage, rights, document visibility
Additional notes: