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Managing document folders

Folders (categories) in the document library are managed from the folder's admin menu, shown to users with edit permission on the current folder: create folder, folder details, delete folder, and permissions.

Creating and editing a folder

The folder dialog collects:

  • Name and description.
  • Parent ID — a raw numeric field; changing it moves (re-parents) the folder.
  • Time sensitive + valid from / to — time-sensitive folders are hidden from ex-members after their leave date.
  • Related entity — the deal/company/tender the folder belongs to (deal folders are normally created automatically; see below).

Saving creates or updates the folder.

Deleting a folder

Delete folder removes the folder, its subfolders, and its files after a confirmation warning. There is no undo.

Folder permissions

The Permissions item opens the same ACL dialog used for deal permissions, applied to the folder (view/edit/delete/admin × any/must/not roles). Folder view permission controls whether the folder and its contents appear in the library and search at all.

Deal folders

Each deal gets a related folder automatically the first time its Files tab is visited by an admin-role user (non-admins don't trigger creation). Deal folders under the Agreements tree also offer Validate deal folders, a repair action that merges duplicate deal-folder structures.

If it fails

  • No admin menu on the folder — you lack edit permission on it.
  • A moved folder disappeared — check the Parent ID you entered; the field is not validated against a picker.