While working on matters or contracts, there may be times when you want to make folders restricted.
A restricted folder will not be visible to people who 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 restricted too.
In this article:
Create a restricted folder
Navigate to the 'Files' tab of a matter or contract and find the folder you want to make Restricted. Click the ellipsis menu when hovering over the folder row.
A contextual menu will appear, and you can choose the ‘Manage access’ option:
Three access levels determine the files' visibility. To make the folder restricted, choose the ‘Restricted’ access level.
Once you have chosen the ‘Restricted’ access level, hover over the people picker icon to select the teams and/or individual people you want to add to the folder. When you render a folder as Restricted, you will automatically be added to it so that you can manage it. Click Save once you've added all the people you need.
Here's a short video clip on how to make a folder restricted and add people who can access:
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 show No results.
To learn more about ‘Manage access’ options for files and folders, check this article.
Manage a restricted folder
Restricted folders are only visible to the people who have been added to them and have a 'lock' icon next to them to indicate that they are Restricted.
If you hover over the lock icon, it will show who is added to the folder.
To make a Restricted folder public again, you can click on the ‘Manage access’ option and change the folder access level to General. It will automatically revert to public and be accessible to anyone added to the matter/contract.
