Organizing and sharing your RPD folders

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.

Note: Those who have a customer admin role will be able to view and manage the RDPs created by users of their company in addition to their own.

This article covers the following topics:

• Organizing your RPDs in folders
• Sharing your folders

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 will be marked with an icon to distinguish them from the others.

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. 

It is important to note that only the customer admin will be able to see all the RPDs in the folder, including those they added themselves and those added by the users. Each user, when accessing the shared folder, will only be able to view the RPDs they have added.

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.

After selecting the users, click on Confirm.

- Selecting Share with Everyone will share the folder with all users in your company.

After making your selection, click on Save to apply the changes.