Creating your Folder Structure (Company Taxonomy)

Modified on: Tue, 8 Aug, 2023 at 3:45 PM

It is important to start this process thinking about your use cases and all the areas/ departments that will be involved. Once you have that defined, you can think about the type of documents you want to manage in your portal, then group them in small buckets, and at the end group those in the main categories that you want your client to see the first time they sign in.

Folder structure

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