Folders within GP Portal control document access. A folder must be selected when publishing document packages. Portal admin can edit CRM records‘ folder access at any time.
A list of all active folders can be found in Settings.
Steps
- Click the Settings gear at the top right.
- Click “General Settings.”
- Click “Manage Folders” in the left navigation menu.
From this page, you can create a new folder, edit an existing folder, or deactivate a folder.