Difference between revisions of "SmartFolders Overview"

Permissioned Access

• User access to each SmartFolder can be limited to any company or role on a read only or read/write basis.

• You can create secure folders that are shared with their clients, providing for collaboration on specific projects or for secure file transfer.

• You can check out a file and the file will be read only until you check it back into the system.
• If you share a folder with another company, the check in/check out process can ensure that two people are not working on the file at the same time. 

• Each folder can have a workflow attached. This workflow will trigger when a file is added to the folder.
• Attaching a workflow to a SmartFolder is very useful if you want to get an alert whenever a file is added or changed.

• Folders can be flagged as Internet enabled to allow for global access external to the folder contents without the need to log into SmartSimple.
• You can also use this feature to publish documents such as PDF files to the Internet.

• Folders and files can have notes attached, independent of the content of the file itself.
• This feature allows for annotation of files that could not be annotated otherwise, such as images.

• You can email any file to any contact from the SmartFolder.

• When a new file is added, it is flagged with the "new" flag for all users. Once a specific user has reviewed the item,, the flag is removed for that user. 

• Any number of folders can be created and any number of files uploaded to these folders, subject to the limitation of your Smartfolder subscription. 
• If you need more space, use the Global Settings page to increase available space.