To duplicate a folder with everything in it — either an empty folder structure or with files, you have two options: 1. Select the folder(s) with check-marks and choose ‘DUPLICATE’ from the toolbar. 2. Click on folder’s Settings (gear) icon and choose ‘DUPLICATE’ from the dropdown list.
You can add a link (URL) as an item stored in Folderit. The link can be opened in a new tab or within a preview window (iFrame) inside the system. It can be shared like any other resource. To add a link, click on the arrow next to the ‘Upload’ button to open the menu […]
If you need to assign a customized numbering scheme to documents in any folder or account, set up automated file numbering for document control! You will find a video tutorial at the end of the article. Numbering in available in Gold plan and above. To do that, go to the folder where you need that […]
In order to switch your default list view in any folder to display file thumbnails, click on the list/thumbnail switcher on top right for the file list. You can then see your files displayed with little previews (thumbnails). You can click on the magnifying glass icon on them to open a full preview or hover […]
You can set up any folder with approval or e-signing workflow automation. So any time a file is uploaded to the pre-configured folder, an approval/e-signing workflow would start automatically. And you can enable routing so that after the document is approved/signed by everyone, it is automatically moved to another folder you have chosen. After the […]
By default all your files are stored infinitely. But you can easily add a custom retention period for files in any folder, or for specific single files. The documents will then be automatically moved to recycle bin or permanently deleted based on your settings after they have reached a certain age.Retention is available in Gold […]
Audit trail can be accessed on folder level by being in the folder and clicking on ‘Audit Log’ button on the toolbar: This will display all actions of every user/collaborator in your system with their user name, date and time and the action taken on folder level. To see all events taken under the account, […]
In addition to the default metadata fields, you can create your own. And you can apply your own metadata fields’ template to any folders. So that every time a file is uploaded to a folder, the specified metadata fields are added to the file automatically, awaiting to be filled in. To start configuring folder’s (and […]
Columns, that by default display Name, Tags and Date information in the list view, can be configured to display any metadata (including your own custom fileds) that you choose. You can also display more than 3 columns. You can switch between sorting A-Z / Z-A when clicking on the ‘Name’ column label and by oldest […]
You can delete files on-by-one or multiple at a time when you are in the list view or thumbnail view. To delete an individual file or a folder, click on the settings (gear) icon at the right side of the resource. The settings menu will open up. The last item there is DELETE. Click it […]
