Documents - Folder Structure - FAQs & Troubleshooting

What is the purpose of Folder Structures in the Control Center?

Folder Structures allow administrators to define standardized document organization for Projects and Contacts. This is based on their respective types, ensuring consistency across the system.

Are Folder Structures automatically applied to existing Projects or Contacts?

Yes. Once a Folder Structure is created for a specific Project Type or Contact Type, it is automatically displayed in all existing and future Projects or Contacts using that type.

Can I create multiple Folder Structures for the same Project Type or Contact Type?

No. Each Project Type or Contact Type can only have one associated Folder Structure.

What happens to documents if a folder or Folder Structure is deleted?

When a folder or Folder Structure is deleted, the documents inside are logically deleted. They no longer appear in the folder structure but are not physically removed from the system.

Can I change the folder hierarchy after a Folder Structure is created?

Yes. Folder Structures can be edited at any time to add, rename, delete, nest, promote, or reorder folders. Changes are reflected immediately in associated Projects or Contacts.

Who can create or modify Folder Structures?

Only users with access to the Control Center and appropriate permissions can create, edit, or delete Folder Structures.

Why can’t I click the CREATE button when building a Folder Structure?

The CREATE button is enabled only after all folders in the structure have been assigned a name.