How-To: Set Folder Permission Levels

If you are a Project Owner and want to set permission levels to help protect sensitive information in your signed documents folder, here's how to do that.

Contact Support If you still have questions or prefer to get help directly from an agent, please submit a request to Contact Support.

1

Open the folder settings

Go into your documents folder. In the top right corner of each folder is a purple gear icon.

2

Open the Permissions modal

Click the gear icon, then click the permissions button to open the modal where you can set who can see the folder.

3

Choose a permission level

In the modal, select who can see the folder. Options are:

• Everyone - Anyone in the project, from Associates to other Project Owners

• Project Owners - Anyone at that level

• Project Managers - Anyone at that level and higher

• Individuals Only - From the contacts that are assigned to this project, turn on individuals who can see this folder

4

Save your changes

Once you're done, click "Save Changes" to apply the permission levels.

Done!

Let us know if you have any feedback at [e-mail]

-Team MEsuite.