The Global Folders feature is an essential tool for managing shared documents across vaults in both the Professional Portal (2-tier) and Head Office Vaults in the Enterprise Plus Portal (3-tier). To enable this feature, activating a Corporate Vault is mandatory. Once activated, this feature allows admins to set up global folders that appear across all vaults in the portal, ensuring consistent access to key documents and resources.
Global Folders are designed to be visually identical to regular company folders, maintaining the same branding and structure. However, they are distinguished with a "Global" label, making it easy to identify them within the folder system. This centralized folder structure ensures that all users can access shared resources quickly and consistently.
Key Features of Global Folders:
- Corporate Vault Activation Required: To use Global Folders, your portal must have an active Corporate Vault.
- Uniform Branding: Global Folders inherit the branding of the company's regular folders, ensuring a consistent look and feel across all documents.
- Clear Identification: These folders are marked with a "Global" label, making them easy to distinguish from other company folders.
- View-Only Access for Most Users: Users can view and download content from global folders, but they cannot modify or manage the files.
- Enhanced Management for Admins: Admin users with permissions to manage Corporate Vaults have full visibility into the folder’s content history, allowing them to see and confirm who has viewed or downloaded the files.
Benefits of Global Folders
- Efficient Document Sharing: Global Folders streamline document sharing, making it easier for users across different vaults to access the same resources.
- Time Savings: Admins don’t need to manually create or update folders in each vault—global folders are automatically applied across all vaults in the portal.
- Enhanced Oversight: Admin users can track document activity within global folders, providing full visibility into who has interacted with files and when.
- Consistent Branding: Global Folders maintain the same visual appearance as other company folders, ensuring consistency in the user experience across all documents.