Manage Your Document Access Rights with Folders

As an Administrator, you can give individual users or teams in your company permission to access documents in a specific folder.

Document Types

Folders currently store

  • Document Templates: so that the users/teams can use templates specific to their needs;

  • Executed documents: in addition to having access to the completed documents generated by or shared with the user themselves, this permission gives the user automatic access to documents in a particular folder as soon as they are fully signed.

Note: These access rules do not apply to documents in the Review or Signing stages, which can only be shared via the Share button

Creating and Sharing a Folder

Viewing Folders

  • Users can view their Folders by navigating to their Documents page and clicking Folders. Click on the folder or sub-folder name to view documents in a particular folder.

Administrators View 

  • Administrators can overview Folder access by clicking Folders in the Company Settings menu. Hover your mouse over the 'Shared with' Column.

  • In this example, all documents in the Needs Formatting Folder will be accessible to the Customer Operations and Admin teams.