How to organize and manage your company documentation?

Enter your TeamLab portal and click the Documents link.

In case you have already logged in to the portal and been using it for some time click the Documents link at the top of the page.

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The My Documents folder opens.

The simplest way to structure the company documentation is to organize it by groups creating a common directory for each company department.

Switch to the Common Documents folder. Click the Create Folder link at the top of the page. Enter a name for your folder, for example, a department title, and click the Create button.

The subfolder with the specified name will be created in the Common Documents folder. The same way you can create as many subfolders as you wish.

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By default, all the files and folders placed into the Common Documents folder are available for all portal users. To restrict the access you need to set permissions for all the created subfolders.

Click the icon to the right of the necessary folder or use the Sharing Settings option from the context menu.

The Sharing Settings window will open.

First you need to block the Read Only access granted by default to all portal users. Point to the Everyone line, click the Read Only link and select the Deny Access option from the list.

Now to give access to this folder for one of the company departments click the Add users link at the bottom of the window and select the necessary group.

To grant full access so that the users of the selected group could not only view the documents, but also create and edit them as well as upload and move files directly to this folder click the Read Only link and choose the Full Access option.

If you wish to notify the selected users about the shared folder leave the Send notification box checked. You can also add an accompanying text which will be included into the standard notification message clicking the Add message link and entering your text in the field which appears below.

To apply the changes click the Save button.

The same way you can set permissions for each department.

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To place documents to appropriate folders check the box near the necessary documents, click the Move to button and select the folder you wish to move your documents in.

The document will be placed to the selected folder.

It's also possible to upload some new files directly to the created subfolder entering it and using the Upload link at the top of the page. The rights set to the folder will be applied to all the documents placed and uploaded to it.

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