Folders

Compliance.ai is designed to help you keep track of critical documents and collaborate with your colleagues. Establishing and sharing folders is a great way to manage documents you need to review together for a specific project. For complex projects, you can even add sub-folders and grant view or edit permissions to your colleagues on a sub-folder basis.

Reviewing your Folders

To access your folders, click on Folders in the left navigation. The Folders page gives you access to high-level information about all the folders you’ve created as well as folders your colleagues have shared with you. Within the Folders page, you can:

View all existing folders
Search for a specific folder or group of folders
Rename, duplicate, share or delete your folders
Create new folders

You can also drill into a specific folder so you can:

View the contents of your folder
Create new sub-folders
Rename, duplicate, share or delete sub-folders
Remove documents from your folder
View your folder contents in a search view

View Folders

Folders provides a table view of all of your folders, plus folders shared with you, including the name of the folder, the number of documents contained in the folder, when the folder was added, when the folder was last updated, as well as the owner of the folder.

folders - screenshot 1

If you have access to a large number of folders, you can Filter to find the folder you need.

folder - filter to find folders

If you need to rename, duplicate, share, or delete folders, you can access those features within the action menu found at the end of every folder row.

Note: If a folder has been shared with you on with View permissions only, you will not have access to these features.

Creating a Folder

You can create a folder by clicking the Add Folder button on the Folders screen, or by using the “+ New Folder” feature when adding documents to a folder.

folders support - add folder - screenshot 3

Reviewing Folder Contents

Clicking on a folder on the main folder screen gives you access to detailed information about the folder contents, including all sub-folders contained within your folder as well as high level document information. You can create as many levels of subfolders as you need to manage your project, so simply click into subfolders to get to the next level of information.

At any point, you can access the folder contents in a search view by clicking on the breadcrumb (the name of the folder) just above the folder table.

Sharing Folders

To share a folder, click the “share” option within the action menu. You can give your colleagues View permission if they simply need to review documents within the folder or edit permission if you want them to be able to add or delete either documents or sub folders within your folder.

Once you have shared the folder, you’ll notice that the folder icon indicates that the folder is shared with others.

If you are sharing a folder that contains subfolders, your subfolders and all subfolder contents will automatically be shared with your preferred permission. You can always update subfolder permissions later to remove other users. In addition, for fine grained control, you can share specific subfolders rather than the entire folder.

sharing folders

If you want to add your documents to a sub-folder, simply select the main folder, then drill down to your preferred sub-folder.

Adding Documents to a Folder

To add documents to a folder, simply conduct your search, select the documents you wish to add, and choose the Add to Folder icon in the toolbar. Select the folder you want to use within the popup, then select “Add here”. If you haven’t yet created the folder you want to use, you can select the “New Folder” option.

folders - adding docs to a folder

If you want to add your documents to a sub-folder, simply select the main folder, then drill down to your preferred sub-folder.

Removing Documents from Folders

You can remove documents from folders within the Folder page itself by clicking on the Delete icon found after every document or by selecting documents and using the “Remove from Folder” icon found within the search view of your folder.

deleting docs from folders

deleting documents from folder

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