9.4. Company Folder Management

Users with appropriate group roles can manage company folders and files.

Add a Folder

1. Open `Company Documentation`.
2. Find the company or group.
3. Press `Add`.
4. Enter `Folder Name`.
5. Turn `Enable Notifications` on or off.
6. Press `Add`.
   

Edit a Folder

1. Open `Company Documentation`.
2. Find the company folder.
3. Press `Folder Options`.
4. Select `Edit Folder`.
5. Update `Folder Name` or `Enable Notifications`.
6. Press `Update`.
   

Delete a Folder

1. Open `Company Documentation`.
2. Find the company folder.
3. Press `Folder Options`.
4. Select `Delete Folder`.
5. Confirm with `Remove`.
   

Add a Document

1. Select a company folder.
2. Press `Add`.
3. Enter `File Name`.
4. Enter `Version` if required.
5. Add `Comments` if required.
6. Use `Upload File (.pdf or .doc)` to select the file.
7. Press `Add`.
   

Delete Documents

• Select one or more document rows in a company folder.
• Press `Delete`.
• Confirm the delete action.
• A document can also be deleted from `Options` when the user has permission.
  

!Deleting company folders or documents removes shared company content. Confirm the selected folder and files before deleting.