Manage a Resource Contact's Folders and Documents

Depending on your role in WorkBook, you can create, delete, or rename folders for resource contacts in Resources. You can also generate default folder templates. Alternatively, you can manage folders and documents for prospect and client contacts in CRM.

Note: You must have permission to add, delete, and modify resources to complete this task.

To manage a resource contact's folders and documents:

1. On the main toolbar, click Resources .
2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
3. Select the resource associated with the contact whose folders and documents you wan to manage by completing any of the following actions:
   • In the Search in Grid field, enter the name of the resource, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select the resource type as your filter, and select the resource from the grid. For example, you can use Clients as the filter and then select the client name from the grid.
4. On the grid toolbar, click Resource Information /.
5. On the side toolbar of the resource information card, click Contacts .
6. Click the initials of the contact to display the contact card or click Toggle Resource Card on the top toolbar of the resource information card.
7. On the side toolbar of the contact card, click Documents .
8. In the left pane of the contact card, click Folder Menu .
9. Select any of the following options:
   • Create Folder
   • Delete Folder
   • Rename Folder
   • Generate Default Folder Template
10. Use the toolbar in the right pane of the contact card to upload, create, rename, edit, duplicate, download, or delete files and documents.