Private folders

How you can set a folder to be available to only certain people

Chinmayee avatar
Written by Chinmayee
Updated over a week ago

While working on matters or contracts, there may be times when you want to make folders private.

A private folder will not be visible for people that haven't been explicitly added to that folder, and its contents will not appear in any search results.
Any subfolders or files within that folder will be private too.

In this article:

Create a private folder

Navigate to the 'Files' tab of a matter or contract and find the folder you want to make private. Click the ellipsis menu when hovering over the folder row.

A contextual menu will appear, and you can choose the 'Privacy' option:

Next, select if you want only selected users to view the folder or anyone :

Use the +Add buttons to select the teams and/or individual people that you want to add to this folder. When you render a folder as Private, you will automatically be added to the folder so that you can manage it. Click Save once you've added all the people you need.

Note that the people picker will only let you select users who are current members of the matter/contract. If they are not, it will indicate that the user is unavailable for selection due to non-membership.

Manage a private folder

Private folders will only be visible to the people that have been added to the folder and will have a 'lock' icon next to it to indicate that it is private.

If you click into the folder, you will again see the lock icon in the breadcrumb trail and an indicator showing the number of people added to that folder. At any time, you can click on that people indicator in the breadcrumb to manage the people in that folder.

To make a private folder public again, you can click on the Privacy icon and change the Privacy to Anyone can view. It will automatically revert to public and be accessible to anyone on the matter/contract.

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