Manage Resource Folders and Documents

Depending on your role in WorkBook, you can create, delete, or rename folders where you can store resource documents in Resources. You can also generate default folder templates. Alternatively, you perform these tasks in CRM.

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

To manage a resource'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 whose document folders you want 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 / to display the resource information card.
5. On the side toolbar of the resource information card, click Documents .
6. In the left pane of the resource information card, click Folder Menu .
7. Select any of the following options:
   • Create Folder
   • Delete Folder
   • Rename Folder
   • Generate Default Folder Template
8. Use the toolbar in the right pane of the resource information card to upload, create, rename, edit, duplicate, download, delete, or search for files and documents.