Folders & Workspaces

Folders and workspaces help keep your Resources page structured and organised.

---

​

Folders

Folders group multiple documents and forms into a single location.

​

Create a Folder

Press New on your Resources page and select Folder.

​

Configure a Folder

Convert it to a workspace or rename it from the configuration menu.

​

Share a Folder

Restrict folders to specific roles or members. Use Copy Link to distribute the folder.

​

Move Documents Into a Folder

Drag and drop documents. Sync permissions to inherit the folder’s access settings.

---

​

Workspaces

Workspaces are advanced folders with sidebar navigation and grouped content.

​

Create a Workspace

Press New, select Folder, then switch the Type to Workspace.

​

Configure a Workspace

Convert it back to a folder, rename it, or set up a sidebar with grouped documents and links.

​

Share a Workspace

Same as folders — restrict by role or member, or share via link.

​

Move Documents Into a Workspace

Drag and drop. Sync permissions to inherit workspace access.