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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]] have the following features:
==Permissioned Access==
* [[User]] access to each [[Smart Folder|SmartFolders]] can be limited to any company or [[Role|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.
==File Check out/Check in Feature==
* 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 you can ensure that two people are not working on the same file at the same time.
==Workflow Driven==
* Each folder can have a [[Workflow|workflow]] attached. This [[Workflow|workflow]] will trigger when a file is added to the folder.
* Attaching a [[Workflow|workflow]] to a folder is very useful if you want to get an alert whenever a file is added or changed.
==Internet Enabled==
* Folders can be flagged as Internet enabled to allow for global access [[External|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.
==External Notes==
* 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.
==Email File==
* You can email any file to any contact from the [[Smart Folder|SmartFolder]].
==New Folder and File Flag==
* When a new file is added it is flagged with the “new” flag for all [[User|users]]. Once a specific [[User|user]] has reviewed the item the flag is removed for that [[User|user]].
==Folder Size Limitation==
* Any number of folders can be created and any number of files uploaded to these folders - subject to the limitation of your [[Smart Folder|SmartFolder]] subscription.
If you need more space use the [[Global Settings]] page to increase the space available.
[[Category:System Management]][[Category:SmartFolders]][[Category:Applications]]
[[Smart Folder|SmartFolders]] have the following features:
==Permissioned Access==
* [[User]] access to each [[Smart Folder|SmartFolders]] can be limited to any company or [[Role|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.
==File Check out/Check in Feature==
* 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 you can ensure that two people are not working on the same file at the same time.
==Workflow Driven==
* Each folder can have a [[Workflow|workflow]] attached. This [[Workflow|workflow]] will trigger when a file is added to the folder.
* Attaching a [[Workflow|workflow]] to a folder is very useful if you want to get an alert whenever a file is added or changed.
==Internet Enabled==
* Folders can be flagged as Internet enabled to allow for global access [[External|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.
==External Notes==
* 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.
==Email File==
* You can email any file to any contact from the [[Smart Folder|SmartFolder]].
==New Folder and File Flag==
* When a new file is added it is flagged with the “new” flag for all [[User|users]]. Once a specific [[User|user]] has reviewed the item the flag is removed for that [[User|user]].
==Folder Size Limitation==
* Any number of folders can be created and any number of files uploaded to these folders - subject to the limitation of your [[Smart Folder|SmartFolder]] subscription.
If you need more space use the [[Global Settings]] page to increase the space available.
[[Category:System Management]][[Category:SmartFolders]][[Category:Applications]]
