Creating and editing folders

If you're just getting started with Resource Center, or need to add folders for organization, start with this topic. To learn how to add documents to the Resource Center, visit this topic.

  1. To add a folder to the end of the Resource Center folder list, select Create Folder.

  2. In the window that appears, enter a folder name.

  3. Select view access permission for each committee. Three options are available:

    • No Access No one in this committee can see the folder.

    • Can Access Directors and administrators in this committee will be able to view the book. Administrators in this committee are not able to edit the book.

    • Admin Can Edit Administrators in this committee are able to edit the book, and directors will be able to view the book once published.

  4. To complete the folder creation process, select Create Folder. The folder will be added to the end of the list, and is now ready for you to add subfolders or documents.

  5. To add a subfolder, select a folder, then select Add subfolder. Enter the subfolder's name in the window that appears.

  6. To access edit functions for folders and subfolders, select the menu icon at the right-hand side of a folder or subfolder row.

    1. To unpublish a folder and hide it from all users without deleting it, select Unpublish. Folders are published by default, and can be published again by selecting the "Publish" option that appears.

    2. To Rename a folder, select Rename. Enter the new name in the window that appears.

    3. To edit the access permissions that you set in Step 3, select Access and make the necessary updates.

    4. To change the online access status of a folder or subfolder, use the Online Only switch. When this switch is enabled, documents within the folder will only be available when the user has an active internet connection (on Diligent apps that support both online and offline access, such as the iOS app).

    5. To delete a folder, select Delete. Deleted folders cannot be recovered.

      Note

      All Resource Center documents are available to users in Boards Web Director, regardless of "Online Only" status, because that application does not support offline access.

      Note

      If a folder is set to "Online Only", all subfolders within that folder will be automatically set to "Online Only" as well. This setting cannot be changed within an Online Only folder. However, a folder with offline access may contain Online Only subfolders.