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. 

Picklist_Values.png

Placeholder_Template.png

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. 
      File_Viewer_-_Folder_icons.png
  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.
      pre_v4_files_related_too.png
  • Now, Files from related records show up within 'Related Folders' on the parent recordFolders_with_related.png

 

Was this article helpful?
4 out of 4 found this helpful