Required Roles: Workspace Manager, or Product Module Manager for the relevant module
Required Permissions: Manager mode access for the module
Folder settings — including details, tags, and the assigned workflow — can be updated at any time from Manager mode. These settings control how documents inside the folder are organized, classified, and routed for review and approval.
Overview
From a folder's edit view you can:
Update the folder name and description
Add or remove tags (including template tags that link the folder to a template)
Change the assigned workflow and adjust workflow settings such as bypass on upload and manual version override
How to Edit a Folder
Enter Manager mode and open the folder.
Click Edit.
Update Details, Tags, or Workflow as needed.
Click Save.
Note: Most folder settings cascade to subfolders. A few — such as Use Folder Documents as Templates — do not inherit and must be enabled per folder.