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How To Create A Folder Structure

Summary

In ContractWorks, the folder structure serves two purposes:

  1. Organization of documents
  2. The basis for user permissions. Permission is granted on a folder level, so administrators will grant or restrict access for each available folder

    The folder structure will vary by organization, but we do see some commonly used folder structures, listed at the end of this article.
Instructions

Step 1: Go to the Documents repository within ContractWorks and click on the New Folder button

Step 2: In the line provided, enter in the name of the folder you would like to create. If you would like to create multiple folders at a time, press the enter or return key to create a new line item for entry

Step 3: Click Create Folder(s). The new folders will appear in the document repository, as well as within the folder structure bar to the left

Step 4: To create subfolders, first click into the parent level folder. Select New Folder and follow steps 1-2 above. The folder should then appear within the parent level folder. Continue doing this for all subfolders

Tips and Tricks

Here are some of our most commonly seen folder structures, but folders can be set up however is going to best serve the users.

By contract type:

By internal department:

By internal entity: