How to create document folders

Modified on Wed, 14 May at 12:42 PM

Creating a folder and subfolder structure is an easy way to organize your documents and set different permission levels.


In this article, we will explain how to create document folders.


If a user has access to a folder, they can view all documents uploaded to that folder, regardless of any other permissions or workflow settings. Click here to learn how to grant document folder reader and writer permissions.


 PERMISSIONS  Only AGIR Administrators can manage folder permissions.



How to create a new folder


1. Go to AGIR settings (formerly Agir Config, available in the user menu).



2. In the Documents tab, click on Folders



3. Then, click on New Folder to create a new folder and define its name.



4. Enter the folder name and click Save. If you want this folder to be a subfolder of another, select the parent folder.



After this step, the folder is created. Next, you should define the permissions to apply to this folder.


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