Folders and workspaces keep your Resources page organized.
Folders
Folders group multiple documents and forms into a single location.
Create a Folder
Press New on your Resources page and select Folder.
Configure a Folder
Convert it to a workspace or rename it from the configuration menu.
Share a Folder
Restrict folders to specific roles or members. Use Copy Link to distribute the folder.
Move Documents Into a Folder
Drag and drop documents into the folder. Sync permissions to give them the folder's access settings.
Workspaces
Workspaces are advanced folders with sidebar navigation and grouped content.
Create a Workspace
Press New, select Folder, then switch the Type to Workspace.
Configure a Workspace
Convert it back to a folder, rename it or set up a sidebar with grouped documents and links.
Share a Workspace
Like folders, you can restrict workspaces to specific roles or members, or share them by link.
Move Documents Into a Workspace
Drag and drop documents into the workspace. Sync permissions to give them the workspace's access settings.
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