How to add a folder level 3 under a Global folder?

Modified on: Fri, 9 Jul, 2021 at 5:19 PM

The Global Folder feature allows companies to share generic documents to all the clients' vaults. When creating vaults these documents will be available for all the vaults to view and download only. The folders will be identified with a GLOBAL label and will be managed in your Corporate Vault. 

The level 1 (Category) and Subcategories (level 2) for these Global Folders are predefined for you when you set your company folders structure. To create a level 3 folder under any of the subcategories of a Global Folder you need to follow these steps:

Step 1: Click on your “Corporate Vault” tab on the main menu of your Admin Portal. 

Step 2: Click on the plus (+) button at the top right corner, select “New Folder”. 

Step 3: Select the category and subcategory with the label “GLOBAL”. 

Step 4: Add the name of the new folder and click on “Create”. 

Step 5: Then you can upload documents. 

  • Upload one document using the plus (+) button. 
  • Drag and drop multiple documents into the “Global Folder”.

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