Dealing with Folders in CollabSpaces in NetDocuments

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February 5, 2025

 

Option 1: Creating a Folder in a CollabSpace

 

You can easily add a folder to a CollabSpaces by click on the arrow, and then add Folder:

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The show options in the folder creation will allow you to assign profile values to that folder:

 

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We recommend creating a Doc Type and Author called CollabSpaces, so you know where those documents came from.

 

Option 2 Moving a Folder into a CollabSpace

You can move a folder from NetDocuments into a CollabSpace by using the More—> Move\Copy option.  That folder will not have the correct security, so you will need to go back in and it.

Step 1:  On the Folder, Click More and then Modify Access

Step 2: Change the Groups to External

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Step 3: Choose the CollabSpaces Group

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