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Within your '''SmartFolders '''window, select '''New '''to set up a new SmartFolder.
:: [[Image:SmartFolder2.png|border]]
The '''New Folder '''window is displayed.
:: [[Image:SmartFolder3.png|600px|border]]
===Folder Settings===
* '''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===
5. Check '''Everyone.'''
:: [[File:052919_EF_SmartFoldersEveryonePermissions.png|600px|border]]
6. Click the '''Save''' button.
2. A new folder window is displayed. In this example, the parent folder ('''Location''') is set to "Autoloader."
:: [[File:052919_EF_SmartFoldersSub-Folder.png|400px|border]]
3. Under '''Company Permissions Settings - View Folder, '''select the binocular icon.
4. In the pop-up list of organizations, check the external company you want to allow viewing access to. In this example, it is "Amnesty International USA."
:: [[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.'''
6. Under '''Role Permissions Settings, '''complete the following details:
:: [[File:052919_EF_SmartFoldersRolePermissions.png|500px|border]]
7. Click the '''Save '''button.
1. Click on the 9-square menu icon on the top right of your page.
:: [[File:052919_MenuIcon.png|border]]
2. Under the '''Tools''' heading, select '''SmartFolders'''.
5. When you have navigated to the destination folder, click on the '''Folder''' icon to browse for the file you want to upload.
:: [[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.
Once your file is uploaded, you can change the options related to that file. On the far right of the file list, the following options are available:
:: [[File:053019_EF_FileOptions.png|border]]
* '''Email''': Send the file to any contact with a valid email address in SmartSimple.
Next to the '''File Options''' is the '''Check Out''' icon.
:: [[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'''.
Checking a file back in will once again allow changes to the file to be made. To check in a file to the appropriate folder, return to that folder and select the '''Exclamation '''icon on the far right of the file list.
:: [[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.
To download a file onto your computer, select the '''Download '''icon next to the file you would like to download.
:: [[File:053119_EF_DownloadSmartFoldersFile.png|border]]
You must repeat this downloading process for each file that you want to download in a SmartFolder.
Once you check the box for a file or multiple files, the '''Trashcan '''icon will appear that allows you to delete.
:: [[File:053119_EF_DeleteFilesSmartFolders.png|border]]
If you want to delete an entire folder, display the folder properties and click the '''Delete '''button.
