When we last talked, we showed you how Groups are your friends and we showed you how to use groups for granting access to File Cabinets. Today, we want to show you how to use Groups with Folders.
It’s the same basic process as groups for File cabinets but it’s got a little twist to it. You set up the group and then share the folder with the group.
So, let’s say in your Client File Cabinet you have a client folder set up for your client PaperWranglers.
We are going to do the same thing we did with groups for File Cabinets and set up four groups for them, one for each level of access. We always recommend doing this from the get-go so you don’t have to worry about going back later and setting them up.
This time though, when you create the groups you will not check any permissions in the the file cabinet list. Just create the group and save it.
Once you have created the groups then you will want to go share the folder with the groups with the appropriate permissions.
Highlight the folder and click on the Share button.
Check the checkbox next to the group you are sharing with.
Check the appropriate permissions.
Once the shares are complete you just need to add members to the group and you are good to go!
Groups really are easy to use, whether you are sharing a file cabinet or folder. Groups are a quick and easy tool to manage your documents so go ahead and start setting your groups and get to sharing. You can start using groups with your Personal Plus, Business, Business Plus or Enterprise account today.
Remember, if you want more information about groups you can go to our support site for documentation.