How to Deactivate a Folder

If a folder is no longer used or was made by mistake, the folder can be deactivated and removed from the Investor Portal, Communication Grid, and Document Upload process. Admins can deactivate folders in General Settings. Documents that are in a deactivated folder will still be accessible by Internal Users in Portal Uploads.

To Deactivate a Folder

1. As an Admin, click the Settings Gear.
2. In the dropdown menu, click ‘General Settings’.
3. In the navigation menu, click ‘Manage Folders’. 
4. Scroll to find the folder that needs to be deactivated.
5. Click ‘Edit’ at the end of the folder row.
6. Uncheck the ‘Active’ checkbox.
7. Click ‘Save’.
8. Review the folder details in the Folder Review overlay.
9. Click ‘Continue’.

To Reactivate a Folder

1. As an Admin, click the Settings Gear.
2. In the dropdown menu, click ‘General Settings’.
3. In the navigation menu, click ‘Manage Folders’. 
4. Scroll to find the folder that needs to be activated.
5. Click ‘Edit’ at the end of the folder row.
6. Check the ‘Active’ checkbox.
7. Click ‘Save’.
8. Review the folder details in the Folder Review overlay.
9. Click ‘Continue’.