Add documents to a shared folder

Add documents to a shared folder

After you have created your shared folder, you can add documents to it.‍

Add a single document:

From Documents tab, under My documents folder on your Contractbook platform find the document you want to add to a shared folder and click on the three small grey dots to the right of its status.

Choose Add to a shared folder from the drop-down menu and then select the shared folder to which you want your document added by clicking Confirm.

Hint: A duplicate of the document will be added to your shared folder and will at the same time still be available in your private folder. 

Add multiple documents to a shared folder:

From your documents overview, you can choose to select multiple documents manually by checking off the square box to the left of their name or select all documents by clicking Select All from the action bar which will appear at the bottom of the page. 

Proceed by choosing Add to and finally select the shared folder to which you want your document added by clicking on Confirm.

Remove documents from a shared folder

If you added a document to a shared folder and later on change your mind you can easily remove it.

Click on the three small grey dots to the right of the document's status and choose Remove from Shared folder from the drop-down menu. 

An overview of all folders the document has been added to will appear. Click on the "X" sign to the right side of the folder from which you want to remove the document and it will be confirmed instantly by a message at the top right-hand corner.

And that is all you need to do - the document will no longer be available in the shared folder but will still exist in its original creation location.

Adding documents to a shared folder automatically

If you know that all documents created from a specific template are supposed to be added to a shared folder, you can automate this by selecting which shared folder you want the documents to be added to at the bottom of your templates.

If you are on our Foundation plan, you can use the in-app automation builder to cut the manual work and fully automate this process. Learn how to automatically add documents to a shared folder.