This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.
What is a Folder?
A Folder is a second-level (or lower) area used to categorize and organize files and matters within a Workspace (*). You can build flexible folder hierarchies according to the purpose or type of content.
Folders can be created by users other than IT Administrators, as long as they have Editor or Admin permission for the parent Workspace or Folder.
Only the lowest-level folders can be deleted, and only if they do not contain files or matters.
(*) For details on Workspaces, see Workspace management: Creation and editing by IT Administrators.
Add a Folder
Open the [Contracts] or [My templates] list.
Click the Folder icon on top of the list, then select the Workspace or Folder where you want to add the new Folder.
Click the parent Workspace or Folder, then select [Add Folder].
Enter the Folder name and Description, then click [＋Edit] next to Shared Users.
(Admin only) Select whether to inherit permissions from the parent level.
Search for users or user groups to share with, and check the box to add them.
Choose the appropriate access permission and click [Save].
Notes:
Usernames are case-sensitive when written in English.
You can only grant access permissions up to the level of your own permission.
Only IT Administrators can add Workspaces.
The total number of Workspaces/Folders is limited to 500 across all levels (this limit may vary by contract; contact your account manager for details).
Folder names are limited to 100 characters.
Only users with Admin permission can disable permission inheritance.
Edit a Folder
Open the [Contracts] or [My templates] list.
Click the Folder icon on top of the list and select the Workspace or Folder you want to edit.
Click the Workspace or Folder, then select [Edit Location].
Update the Name and Description, then click [＋Edit] next to Shared Users.
To share with new users/groups, search for and select them, then choose the permission level.
To stop sharing, deselect the checkbox.Click [Save].
Notes:
Usernames are case-sensitive when written in English.
You can only grant access permissions up to the level of your own permission.
Folder names are limited to 100 characters.
Only users with Admin permission can disable permission inheritance.
Delete a Folder
Open the [Contracts] or [Templates] list.
Click the Folder icon on top of the list and select the Folder you want to delete.
Click the Folder, then select [Delete].
Review the confirmation message, then click [Delete].
Important:
Only the lowest-level folders can be deleted.
Folders containing files or matters cannot be deleted.