Access to Folders

 

Sharing documents and folders with participants are key factors when it comes to collecting information from different parties in a case. However, sometimes you need to limit the access of a folder to a participant or a group of participants. By default all case users will have access to the folders created in the Case. However, you are in full control to make the case folders private if need be.

In order to make a folder private, please follow the steps below:

  1. Open a case and navigate to documents section.
  2. Create a folder by choosing the plus button on the right corner of the screen.
  3. Every folder created has Setting options shown as three vertical dots in front of the folder.  Click on the vertical dots and choose Share.
  4. Add or Remove users and clients to share the folder as required.

 

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