Creating folders

In 4planning you can create folders to organise documents clearly. A clear folder structure helps members find the right information quickly.

Why use folders?

Folders help you structure documents logically and share them with the right groups.

• More oversight.
• Finding documents faster.
• Targeted access per group.

Step 1: Go to Documents

1. Log in to your 4planning environment.
2. Go to Documents in the left-hand menu.

Step 2: Choose the location

First choose where you want to create the new folder.

• Open the right main folder or group.
• That keeps the structure clear.

Step 3: Create the folder

1. Go to the Actions tab.
2. Click Create folder.
3. Give the folder a clear name (and think straight away about which existing groups in your environment should have access to it).
4. Save the folder.

The new folder is now visible and ready to use.

Access rights and visibility

The folder's access rights determine who can see the documents.

• Link the folder to the right groups.
• All documents in this folder follow the same rights.

Tips for effective use

• Use a logical, recognisable structure.
• Create separate folders per team, project or topic.
• Keep the number of folders manageable.

Good to know

• Access to documents is determined by the folder.
• Changes are visible immediately.
• A good structure saves time.