SmartFolders settings define the properties available when configuring folders and the options available when managing uploaded files.
SmartFolders Folder Properties
The following properties are available when creating or editing a SmartFolder.
| Property | Description |
|---|---|
| Name | The name assigned to the folder. |
| Description | A description of the folder's purpose. |
| Workflow | A link to a workflow that triggers automatically when a new file is added. |
| Internet Enabled | A toggle that displays a web address allowing global access to the folder without a SmartSimple login. The folder must be permissioned for Everyone access if this option is enabled. |
| Full Text Search | An option to index all contents of the folder, including sub-folders. |
| Location | The position within the folder hierarchy. The parent folder can be changed to relocate the folder. |
| Company Permission Settings - View Folder | Organizations permitted to view the contents of the folder. Available in the Permissions & Availability tab. |
| Company Permission Settings - Modify Folder | Organizations authorized to modify folder settings. Available in the Permissions & Availability tab. |
| Role Permission Settings - View Folder | Roles permitted to view the contents of the folder. Available in the Permissions & Availability tab. |
| Role Permission Settings - Modify Folder | Roles authorized to modify folder settings. Available in the Permissions & Availability tab. |
| Role Permission Settings - Upload Files | Roles authorized to upload files to the folder. Available in the Permissions & Availability tab. |
| Role Permission Settings - Create Sub-Folder | Roles authorized to create sub-folders within the folder. Available in the Permissions & Availability tab. |
NOTE The roles available to any user depend on the permissions associated with their role. If no permissions are set for a folder at the root level, only the folder owner can access it.
File Options
After uploading a file, the following options are available on the far right of the file list.
| Option | Description |
|---|---|
| An option to send the file to any contact with a valid email address in SmartSimple. | |
| View URL | A short link that can be embedded in an email to link directly to the file. |
| Rename | An option to change the name of the file. |
| Description | An option to modify the description of the file. |
| Move | An option to relocate the file to a different folder. |
| Notes | An option to add notes related to the file. |