If you have access to a shared folder or have created one, you can choose to add single or multiple documents to it.
Add a single document to a shared folder:
- 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:
Note: The document will be added to your shared folder and will at the same time still be available in your private folder where it originates from.
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.