The Folders tab in Autentique is a practical tool for efficiently organizing your documents. With it, you can categorize and manage contracts and files according to your needs.
To access the folders menu, look for the second icon in the upper-left corner of your screen, as shown:
To create a folder, simply click on the blue New Folder button, assign a name to it, and then click Create Folder:
In Autentique, the Folders tab is divided into three categories: My Folders, Group Folders, and Organization Folders.
Each offers specific functionalities to efficiently organize and manage documents, depending on the type of use and level of collaboration.
My folders
My folders
Personal Use: Designed to organize documents that are exclusively yours.
Restricted Access: Only you can view and manage the content of these folders.
Customization: Create personalized folders to separate contracts by topics, clients, or dates.
Practical Example: If you work on multiple projects simultaneously, you can create a folder for each project.
Organization folders
Organization folders
Broad View: Allows organizing documents accessible to all members of the organization.
Centralized Management: Ideal for documents that need to be available for company-wide consultation or use.
Standardization: Helps keep processes organized at the organizational level, with dedicated folders for areas like HR, finance, or legal.
Practical Example: Standard company contracts can be stored here for access by any employee who needs to use them.
How to manage Autentique folders
How to manage Autentique folders
After creating the folder, if you need to Archive, Rename, or Delete it, click on the three dots as shown:
Archive: Moves the folder to another location, keeping the documents stored but removing them from the main view. It can be sent to another personal folder, group folder, or organization folder.
Rename: Allows you to change the name of an already created folder.
Delete: Permanently removes the folder and all the documents contained within it.
How to make the most of each functionality
How to make the most of each functionality
For individual use, organize personal documents in My Folders.
For team collaboration, share and manage documents in Group Folders.
For corporate information, centralize everything in Organization Folders.