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To access your SmartFolders, click the 9-square [[menu]] icon on the top right of your page.
:: [[Image:052919_MenuIcon.png|border]]
Under the heading '''Tools, '''select '''SmartFolders '''to display your SmartFolders window.
:: [[Image:SmartFolder2.png|border]]
The '''New Folder '''window is displayed.
:: [[Image:SmartFolder3.png|600px|border]]
===Folder Settings===
There are two views to a folder:
* '''Folder Content View: '''This view displays the files you have uploaded to the folder. When you open an existing folder, the content view is used. If you need to see or alter the folder setting, select the '''Folder Settings '''button.
:: [[File:052919_EF_SmartFoldersSettings.png|670px|border]]
===Folder Content and Properties===
Each folder has the following properties:
5. Check '''Everyone.'''
:: [[File:052919_EF_SmartFoldersEveryonePermissions.png|600px|border]]
6. Click the '''Save''' button.
:: [[File:052919_EF_SmartFoldersSub-Folder.png|400px|border]]
3. Under '''Company Permissions Settings - View Folder, '''select the binocular icon.
:: [[File:052919_EF_SFPermissions.png|450px|border]]
* Be sure to click the '''Add '''button so that the selected company will show up at the bottom, under '''Selected Companies.'''
* Be sure to deselect the other bottom choices of '''Inherit From Parent, Deny Company Access, '''and''' Everyone.'''
:: [[File:052919_EF_SmartFoldersRolePermissions.png|500px|border]]
7. Click the '''Save '''button.
:: [[File:052919_MenuIcon.png|border]]
2. Under the '''Tools''' heading, select '''SmartFolders'''.
:: [[File:053019_EF_SmartFoldersUploadFile.png|border]]
* In the File Upload screen, navigate to the file you want to upload, select it, and click the '''Open''' button. You may also upload multiple files.
:: [[File:053019_EF_FileOptions.png|border]]
* '''Email''': Send the file to any contact with a valid email address in SmartSimple.
* '''View URL''': Displays a short link that can be used to embed a link to the file in an email.
:: [[File:053019_EF_CheckOut.png|border]]
Clicking on this icon will allow you to check out that specific file. Fill in the Check Out Note and then select '''Check Out'''.
:: [[File:053019_EF_CheckIn.png|border]]
Locate the file you previously checked out and downloaded, and select the '''Check In '''button at the bottom of the page. This will check the file back into the Folder.
:: [[File:053019_EF_CheckInButton.png|border]]
The '''Undo Check Out '''button will revert the file back to the version it was prior to being checked out.
:: [[File:053119_EF_DownloadSmartFoldersFile.png|border]]
You must repeat this downloading process for each file that you want to download in a SmartFolder.
:: [[File:053119_EF_DeleteFilesSmartFolders.png|border]]
If you want to delete an entire folder, display the folder properties and click the '''Delete '''button.