Creating folders
When you’re in the Drive tab, to create a folder, click the dropdown arrow next to the “Upload” button and select the “Add new folder” option.
You will then be taken to the folder creation modal where you can name your folder and set up the permissions.
Root folders vs subfolders
Folders can either be root folders or subfolders. A root folder is a 1st level folder, any other folder is a sub-folder.
Root folders can be shared with portfolio, matter and/or individual participants.
Subfolders can only be shared with folder members or individual participants.
Root folder permissions
When sharing a root folder with portfolio/matter participants, you have 4 options:
Inheriting permissions - the permissions from the portfolio/matter will be replicated on the folder. Any change on a user’s portfolio/matter permissions will be reflected on the folder permissions.
Set all portfolio or matter participants as owners
Set all portfolio or matter participants as collaborators
Set all portfolio or matter participants as viewers
You can also set up a folder with only individual participants so access will be more restricted.
Sharing a folder with portfolio participants
Sharing a folder with matter participants
Sharing a folder with individual participants
Subfolders
Sub-folders & documents within folders can only be shared with folder members or individual participants. The permission level for each user will be the same as the one set out on the root folder.
Creating a subfolder
When you create a folder inside a folder, it will automatically be a subfolder.
Creating sub-folder - Checking parent folder participants permissions