Classic file types are no longer available for use as of January 2021. You can transition your classic files or download a PDF. Learn More

File permissions options at the time of upload/creation?



1 comment

  • Paige Ringhofer

    Hi Bryan,

    There are a couple of options you have here: 

    1. If you create a file in a folder, the file will assume the permissions of the folder. You can optimize the permissions of the folder ahead of time and then create files in the folder as needed.  
    2. If you are a Workspace Owner, you are able to go to Permission Sets in Classic Admin and you can set up default filing permissions. 

    We do not, however, currently have an option to set permissions at the time of creation of a file or filing. We passed that information on to our product team and will let you know if anything changes! Anyone passing by is encouraged to vote up/comment on this suggestion. 

    Please let us know if you have any questions in the meantime!



Please sign in to leave a comment.