To create a new folder in Documattic, users simply click on the ‘Add a Folder’ icon located above the document listing.
A new folder is defined as:
- Folder name
- Parent folder (choosing an existing folder will create this new folder as a child of the selected Parent)
- Who can view this folder (checking the various Roles will determine what audiences can view this folder)
- Who can publish to this folder (checking the various Roles will determine what audiences can publish new documents to this folder)
An example of choosing an existing Folder to become the Parent folder.
Selecting the ‘Everyone’ role for both View and Publish rights will allow anyone to view and publish to this folder within Documattic.