Pre-requisites:
Role privilege as mentioned below, on the project in which a parent folder is to be created:
To create parent folder, 'Create Parent Folders' privilege assigned to your role.
Below are the steps to create a new parent folder:
1. In 'Files' area, from the folder tree available in the left side, navigate to the project where a parent folder needs to be created.
2. Right click on the required project and select 'New' then select 'Folder'.
3. Specify a name for the new parent folder.
4. Set specific folder security (permissions) as an option. Select the 'Set as Public' checkbox to make this folder accessible by all via a separate public folder link.
5. Define folder permission at default level, role level and user level.
Default Permission - Default folder permission for all project members except Admin.
Role Permission - Define the folder permission based on project role. It overrides the default level permission.
User Permission - Define the folder permission based on individual project users. It overrides the role level permission.
6. Type in the individual team member name or role name or organization name. As you type in the characters in the textbox, suggested names will appear as a dropdown.
7. Right click the name for which access rights need to be edited on this folder. It will display a dropdown with the available access rights out of which user can select appropriate option.
No Access - Selected user or role won’t have any access on the folder.
View Only - Selected user or role will only be able to view existing files. User will not be able to download file irrespective of their role privilege.
View & Download - Selected user or role will be able to view existing files as well as download them. File download will be subject to user's role privilege to download file.
View & Link - Selected user or role will be able to view existing files as well as link them to folders in the same or other projects.
Publish - Selected user or role will be able to view existing as well as upload new files (includes uploading files on placeholders).
Publish & Link - Selected user or role will be able to view existing files, upload new files (includes uploading files on placeholders) as well as link them to folders in the same or other projects.
Admin - Selected user or role will have full control over the folder. Along-with viewing, downloading, linking and publishing files, a folder administrator can edit the folder, view private files, checkout files or undo the checkout as well as apply activity locks on files.
If the folder security is not specified then the folder will be created with the following default permissions.
Default permission = 'no access'
Role level permission - 'workspace administrator'= admin
User level permission - '<<user creating the folder>>' = admin
Following table describes the permissions available for the folder:
8. Click on 'Settings' button at top right to set specific folder settings as an option.
Set As Private on Upload - To have all the files which are uploaded in this folder to be private. User uploading files cannot change this.
Edit Settings on Upload - To allow other users to override the 'Set As Private on Upload' option while uploading files.
Enable Public Links - To enable link for files in this folder to make them accessible without user login.
Enable Simple Upload - To simply upload files without including any extra information like file attributes. Click here to know more about simple upload.
Enable QR Code - To enable usage of QR codes on .pdf file revisions to check whether file revision is latest or not.
9. Click 'Create' button to complete creating a parent folder.
Check: FAQs
Related Articles: View Folder Permissions (on a Project), Edit a Folder (on a Project)
Next Article: Create a Sub Folder (on a Project)