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| | [[Smart Folder|SmartFolders]] provide on-line storage for files, in a secure central location, that is accessible from any computer with Internet access. | | [[Smart Folder|SmartFolders]] provide on-line storage for files, in a secure central location, that is accessible from any computer with Internet access. |
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| − | ===SmartFolder Features=== | + | ===SmartFolders Features=== |
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Revision as of 13:15, 29 May 2019
Overview
SmartFolders provide on-line storage for files, in a secure central location, that is accessible from any computer with Internet access.
SmartFolders Features
| Feature
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Functions
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Permissioned Access
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- 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.
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| File Check Out/Check In
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- 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.
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| Workflow Driven
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- 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.
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| Internet Enabled
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- 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.
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| External Notes
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- 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.
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| Email File
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- You can email any file to any contact from the SmartFolder.
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| New Folder and File Flag
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- 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.
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| Folder Size Limitation
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- 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.
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