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 within that folder will be private too.
In this article:
Create a private folder
Navigate to the 'Files' section of a matter or contract and find the folder you want to make private (to learn how to use files and folders in general, see this article). Then 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. Once you've added all the people you need, you can press 'Save.'
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.
Managing 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, remove the people from it. It will automatically revert to public and be available to anyone on the matter/contract.