Understanding the Impact of Folders

If your Org is upgrading from an older version of Docrio—v3.5.1 or later—you will notice that Docrio v5: Folders looks similar to the old system of Categories and Subcategories. However, there are a few key differences to note.

During the upgrade process, a post-install script will create Folder Templates for each object using the picklist values you've already set for Category and Subcategory. 



After this script runs, any new records created will have the new Folder Template applied to them, unless you go into Docrio Admin Settings and change it. 

Key Differences:

  1. Docrio v5 and newer allow records to have empty folders.
    • Prior to v5, if a Category or Subcategory was empty it would not show up. This changes with v5. Uncategorized_Folder.png
    • Now, all folders, whether they are empty or not, will show up in the Docrio File Viewer. New folder icons will indicate if the folder is empty or not. 
  2. Files can now appear at the Matter home level. 
    • Prior to v5, if a file did not have a Category assigned to it, it was automatically placed in a Category titled 'Uncategorized'Uncategorized_Folder.png
    • Now, files can appear at the Matter home level. This is referred to the 'root level' of the Record. Matter_home.png
  3. Files from related child records appear on the parent record. These files are within 'related folders'. 
    • Prior to v5 Files from related records would show up within the Category and Subcategory of the record a user was on. Since categories and subcategories were the same across all records, regardless of objects.
  • Now, Files from related records show up within 'Related Folders' on the parent recordFolders_with_related.png


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