The Global Folders feature simplifies sharing key documents across all client vaults, ensuring consistent access to essential resources. Follow this guide to set up and manage your Global Folders.

Step 1: Set Up Global Folders

1. Prepare Your Folder Structure

   • Share your desired Global Folder structure with your Customer Success team.
   • The structure must have two levels:
     • Parent Folder (Level 1): Acts as the main category.
     • Child Folder (Level 2): Subcategories under the parent folder.

2. Design for All Client Types

   • Keep the folder structure generic to suit all client vaults, even if individual vaults have varying Company Folder templates.
   • Ideal use cases include:
     • Disclosure documents
     • Communication templates
     • Welcome packages
     • Training guides and videos
     • General reference materials

3. Activate Your Corporate Vault

   • Ensure your Corporate Vault is active before proceeding, as this is required for managing Global Folders.

4. Our Team Will Add the Structure

   • Once the folder structure is finalized, the Customer Success team will implement it in your system.

Step 2: Manage Access to Global Folders

1. Assign Permissions in the Corporate Vault

   • Log in to your Corporate Vault with the main CV credentials.
   • Navigate to the Contacts tab.
   • Under Users, locate team members you want to grant access to.
   • Double-click their name and edit their permissions.
   • Assign access to the appropriate entity and folders.

2. Enable the Corporate Vault Tab

   • Once access is granted, team members will see a Corporate Vault tab in their Admin Portal.

Step 3: Manage Content in Global Folders

1. Access the Global Folders in the Corporate Vault

   • Click the Corporate Vault tab in the Admin Portal.
   • Locate the Global Folders, marked with your company branding and a GLOBAL label.

2. Add Content to Level 2 Folders

   • Navigate to the Level 2 folders.
   • Add subfolders or upload documents as needed.

3. Automatic Content Distribution

   • All content added to Global Folders will automatically appear in the corresponding folders across all client vaults.

Important Notes

• No Notifications for Changes

  • When new content or updates are added to Global Folders, notifications are not sent to clients.

• Client Vault User Permissions

  • Vault Primary Owners and Co-Owners:
    • Can view and download files from Global Folders.
    • Cannot edit or manage folder content.
  • Third-party Access:
    • Similar experience as Primary Owners and Co-Owners.

• Full Actions Panel in Corporate Vault

  • Only in the Corporate Vault can users with full access view the complete actions panel, including file history, sharing, and advanced features.