Contents 🚀
Introduction 👋
Just as you can collate your documents using custom views, you can now better organise the contracts in your workspace with our new Folders feature.
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How do folders work? 🕋
Folders provide greater structure to your workspace by housing your documents according to your preferred categories.
These are very similar to most folder structures you're familiar with, so their setup and management are very straightforward.
All users can see and access folders. Creating, renaming and deleting folders/subfolders is restricted to workspace Admins. All users can add documents to folders except those with the Viewer role.
As with Views, removing a document from a folder or subfolder does not delete it from your workspace. You can still search for and view documents using Juro's search function until they are archived or moved to another workspace.
Who can see my folders? 👀
When you create a folder, its name is visible to all users with access to your workspace. Admins should bear this in mind when naming folders, especially those containing sensitive documents. For example, a folder titled "TERMINATION LETTERS" is best housed in a secure workspace where access is restricted to essential personnel.
In addition, folders are governed by existing document permissions. Groups with document access can see these in the folders they are stored in. As a result, users may see different results in a folder.
Occasionally, users may see the below notice. This means one of two things. Either:
There are currently no documents in the folder.
The user doesn't have access to any documents in the folder.
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Creating a folder 📁
To create a folder:
1. In the sidebar of your Contracts homepage, click the + icon next to the FOLDERS heading.
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2. In the NAME field of the Create folder window, type your folder name and click Create.
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3. When you first create a folder, this will appear at the top of the FOLDERS list. After a page refresh, folders will show in alphabetical order.
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Your folder has now been created and is ready for you to start adding documents.
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Creating a subfolder 👶
You can create up to 7 levels of subfolders within a parent folder. To create a subfolder:
1. Hover over the folder name in the sidebar, click the 3 dots that appear and select Add subfolder.
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2. In the NAME field of the Create subfolder window, type your subfolder name and click Create.
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3. Subfolders are shown in alphabetical order. If you'd prefer to set a different order, we recommend numbering your subfolders (see the below image).
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Adding or moving a single document to a folder 🚆
You can easily add or move a single document to a folder through the Contracts homepage or in the editor.
1. Click the 3 dots for a contract on the Contracts homepage and click Add to folder. If the document is already in a folder, the menu will show Move instead.
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2. Select the relevant folder or subfolder and click Move.
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3. You can also add ormove documents to folders using the folder icon in a document's toolbar.
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Removing a document from a folder
There are two ways to remove a document from a folder: moving it to another folder or not assigning it to any folder. To do this:
1. Navigate to the folder the contract is in, click the 3 dots next to the document's name and then click Move or Remove from folder.
When moving a document, you'll see the option to select a destination folder.
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Alternatively, click the 3 dots menu on the contract from the Contracts homepage and click Move or Remove from folder.
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Moving multiple documents into a folder
You can also move multiple documents to a folder at once. To do this:
1. Create or navigate to an existing view and apply any filters or sorting you need. Select the relevant documents and click Move to folder from the actions bar that appears at the top of the interface.
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2. As when moving a single document, select the folder you want to move the documents to and click Move. That's it!
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💡 NOTE: Moving a large number of documents can take a few minutes to process.
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Renaming a folder
If you need to rename an existing folder:
1. Hover over the folder name in the sidebar, click the 3 dots that appear and select Rename.
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2. Type your new folder name and click Save.
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Deleting a folder
To delete a folder:
1. Hover over the folder name in the sidebar, click the 3 dots that appear and select Delete.
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2. Click the Delete folder button. When you do this:
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💁♀️ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.
Alternatively, you can email your query to support@juro.com 🚀
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