🛠️Performing Common Actions

✅ Create a Virtual Folder

Follow these steps to create a new folder:

1. Select the project from the drop-down.

2. Click the "Create Virtual Folder" button.

1. Name your folder in the next pop-up window and select items to group under it.

2. Type a tag and click Add. Note: You can add multiple tags to a folder. Tags will help you classify your folders and may give info about the docs in the folder.

3. Select the Visibility options from the given checkboxes:

   1. Public: Your folder is visible to all.

   2. You must select the committee if you check All Committee Members of checkbox.

   3. If you want to give access to your meeting participants, select the Meeting(s) from the dropdown.

   4. If you want only the voting members of a specific committee to have access to this folder, then check the 'Only Voting Members of' box.

1. Click Create to create a virtual collection of documents from different folders.

📎 Add a Document Reference

1. Select the folder in which you want to add a doc reference.

2. Click "Add Doc Reference".

3. On the Create a Document Reference page, complete these steps:

   1. Enter the valid document name

   2. Provide the document link and add the Tags.

   3. Under visibility, if you check Inherit checkbox, the reference will have the parent folder access properties, and other options will be grayed out.

1. Click Create button.

2. The reference doc link will appear in your current folder for easy access.

📌 Pin a Folder or File

1. Hover over the item you want to pin.

2. Click the pin icon to move it to the Pinned section for quick access. This is only possible if you have project admin user rights. Keep in mind that this all users will see the same pinned project documens.

🔄 Refresh Document View

• Use the "Refresh" button to reload your current view and fetch the latest changes.

⋮ Overflow Menu Actions

Clicking the three-dot (⋮) overflow menu on any file or folder opens a set of quick actions:

⚠️ Note: Deleting a document reference is irreversible, but the original document will not be affected by this action.