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| − | Next you will add a sub-folder but restrict access to a specific [[External|external]] company while allowing everyone internally to access the folder by referencing the [[Internal|internal]] Staff [[Role|role]].
| + | #REDIRECT [[SmartFolders Overview#Creating a Sub-Folder]] |
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| − | You add a folder below the current folder by clicking the '''Create Folder''' button.
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| − | 1. Click the '''New Folder''' tab.
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| − | [[Image:SmartFolder2.png]]
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| − | A new folder window is displayed.
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| − | The parent folder is set to the '''External Folders'''.
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| − | [[Image:SmartFolder3.png]]
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| − | 2. Complete the following folder details.
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| − | [[Image:Amf20.png]]
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| − | The company access is set to the two customer companies. Anyone from either of those companies can see the contents and add files to this folder.
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| − | The [[Role|role]] access is set to the employee [[Role|role]]. Anyone in any branch of '''Acme Inc.''' can see the contents and add files to this folder.
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| − | Sometimes it makes sense to use companies to establish security and in other instances [[Role|roles]] are more effective.
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| − | 3. Click the '''Save''' button.
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| − | [[Image:Amf17.png]]
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| − | 4. Click the [[Smart Folder|SmartFolders]] button.
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| − | The root folder is displayed.
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| − | [[Image:Amf21.png]]
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| − | 5. Click the '''Folder''' icon next to the '''External Folders''' link.
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| − | [[Image:Amf22.png]]
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| − | [[Category:System Management]][[Category:SmartFolders]][[Category:Applications]]
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