Try RMail PRE-Crime Services – In the Manage tab, you can find all generated and sent RPDs and manage them. You can continue to control the RPD and apply additional security measures beyond those set in the Generate or Send tabs, ensuring complete control over who can view and interact with the document. For more details read this article on Control access after document creation.
In the Folder View section of the Manage tab, you can organize your RPDs into different folders for easier management and access.
This article covers the following topics:
Organizing your RPDs in folders
Click on the Folder View tab.
You can create folders by clicking on the +Folders button. All created folders will be listed below myFolders.
To move an RPD, select the checkbox next to it, click on the move icon, select the destination folder and click on Move. In the confirmation prompt click on Confirm.
Note: Shared folders are marked with an icon to distinguish them from other folders. These are folders that a Customer Admin has shared with you, allowing you to add RPDs to them.
You can rename or delete folders by clicking on the Edit icon.
Sharing your folders
Customer Admins can share their folders with users within their company, allowing them to add RPDs to the shared folder if they wish. When sharing, the admin must choose the type of permission to grant the user, View or Edit.
To share a folder, click on the Edit icon. Then, under Folder Access, choose your sharing preference.
- Selecting myFolder keeps the folder private within your personal folders.
- Selecting Share with Specific allows you to designate users within your company to share the folder with and to decide which kind of permission you want to grant to each:
View: The user can only view the RPDs in the folder and their properties; they cannot make any changes.
Edit: The user can view and modify the properties of all RDPs inside the folder, including those they added themselves and those created by other users in the company.
After selecting the users and type of permission, click on Confirm.
- Selecting Share with Everyone automatically selects all users in your company and grants View access by default. If you wish, you can change the permissions to Edit. Click on Confirm after making your selections.
After deciding the Folder Access, click on Save to apply the changes.
Note: Only the RPD owner and Customer Admin can move RPDs out of a shared folder. All property settings will be retained after the move.