This article covers creating and organising folders within Gatekeeper to manage files across various records.
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Folders can be created by users with the Administrator role to create an organisational structure for files.
Add Folders
Folders can be added to organise files within contract, vendor, project, and entity records.
- From the navigation menu, click the relevant option (for example Vendors, Contracts, Projects, or Entities) depending on where you wish to create a folder.
- Open the record that you would like to add the folder to.
- Click the Files tab.
- Click the Add New Folder icon.
- Enter a title, and select the checkbox if you want to share the folder with the Vendor Portal.
- Click Save.
Add Files to Folders
After creating a folder, you can move files (and other folders) into it. Click the file/folder, and drag it into to the folder where you’d like to put the item.
Rearrange Folders and Create Tiers
The order of folders can be rearranged by dragging and dropping them into a new place within a list of folders.
Additionally, a tiered structure can be made from folders, by putting one inside of another. There are no limits to the number of tiers that can be made.