Documents

Keep bylaws, minutes, forms, and shared files in an organization folder tree instead of a shared drive that drifts from the roster.

Folders and files

Where: Documents

1. Create a folder tree that matches how officers already think about papers (bylaws, minutes, forms, …).
2. Upload files into the appropriate folder.
3. Prefer deactivate / organized retention over ad-hoc deletion when history matters; retention and legal-hold controls (when granted) use documents.retention.manage.

Creating and editing folders needs documents.manage (or Admin).

Folder access

Each folder has an All Members switch:

• On — any member who can open Documents may open the folder
• Off — pick the specific roles that may open the folder; leave the role list empty for Admin only

Admins always see every folder.

Storage and platform fees

Document storage counts toward your organization’s platform usage: 25 GB included, then overage on the Platform Fees invoice. See Platform Fees.

See also

• Audit Trail — uploads, deletes, and folder ACL changes are audited
• Members & Access — roles used for folder ACLs