Folder actions are permission based. To locate these settings, click the App Launcher    > Docrio App > Docrio Admin Settings > Folder Actions.

There are 5 actions which can be granted to a Docrio User based on Salesforce and Litify Profiles. The five Folder Actions are defaulted to OFF for all users, including System Administrators.

Folder Action Permissions

Copy Folder

Users will be able to copy folder(s) to the current record, or any other record where Docrio is present.

All files within the folder will be copied with the folder. User will need File Action Copy permission to perform this action.

Create Folder

Users will be able to create a folder on any record where Docrio is present.

Delete Folder

Users will be able to delete folder(s).

All files within the folder will be deleted with the folder. Users will also need File Action Delete permission to perform this action.

Move Folder

Users will be able to move folder(s) to the current record, or any other record where Docrio is present.

All files within the folder will be moved with the folder. User will need File Action Move permission to perform this action.

Rename Folder

User will be able to rename a folder on any record where Docrio is present.

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