How-to: Create & Manage Folders (for Access Control Groups)

Scenario: You have created new documents and wish for only specific groups to view this documents/transactions or there are specific folders you no longer wish for certain groups to see

Solution: Leverage the Launcher Configuration feature to set up your folders appropriately for your use case

How To: Find the Launcher Configuration Page

1. Log into the new workspace

2. Click the Administration tab

3. Click Launcher Configuration

   

4. You will be automatically directed to the Launcher Configuration page.

   

How To: Create a New Folder

Agreements in the Launcher menu are organized by folders.
For each folder you can configure how the Agreements in this folder appear, enable Multi-Select, and more…

1. Navigate to the Launcher Configuration page (see section 5.1)

2. Click the Create New Folder button to launch the Add New Folder menu

   

3. Name the folder in Step 1

   1. Check the Allow Multi-Select button if you would like to allow users to launch more than one agreement from this folde (ie, Compound Case). Leave it unchecked if users should only launch one agreement at a time.

4. Select Agreements that should appear in this folder in Step 2.

   

   1. Use the checkboxes to select the agreements

   2. Click on the bars to drag and drop to reorder

   3. If you selected Allow Multi-Select, you will have additional options to mark an agreement Mandatory for the case and set Max Quantity

      

5. Click Save

How To: Manage an Existing Folder

1. Navigate to the Launcher Configuration page (see section 5.1)

2. If Folders have been previously created for this company, they will be listed on the left side of the screen

   

3. Visibility - click the eyeball icon to show/hide a folder from the Launcher menu.

   1. Green = Visible

   2. Grey = Hidden

4. Re-arrange - Click and drag/drop the bars on the left to reorder folders

5. Edit - To edit the settings for a folder click the Pencil icon. See section 5.2 for options.

6. Delete - Click the trashcan to delete a folder

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