FILES: Shared Folders

What is a Shared Folder?

A Shared Folder is a directory established by administrators to distribute content with individual clients, groups of clients, circles, or team members.

How do I create a Shared Folder?

To set up a Shared Folder, go to the Files section and select the New shared folder button.

You’ll have two options: create and distribute a brand new folder, or distribute an existing one.

Sharing a new folder

Selecting this option will place your new folder in the HOME directory within your Files toolkit.

Access Levels

When you choose Edit access, members can Rename, Download, Upload New Versions, or Delete items contained in the Shared Folder.

Selecting View access restricts members to Download only—they cannot modify any content.

Email Alerts

Whenever you establish a Shared Folder or invite a new participant, all members receive an automatic email notification.

Sharing an existing folder

Choose this option to distribute a folder you’ve already created. You can browse your File Tree to locate the folder you wish to share, with a few limitations.

Most folders in your account can be distributed, making this feature quite flexible. Take care not to share folders unintentionally!

Uploading new files to a Shared Folder

When you add your first file to a Shared Folder, Unificus will ask whether to notify all members via email about the new content.

Respond Yes to send notifications or No to skip them. You can also select Always Send or Never Send to set your preference automatically.

Adjust this setting later in Files > Settings.

How do I unshare a Shared Folder?

Locate the Shared Folder in your list, open the three-dot menu, and choose Edit Share.

To remove a single user, click the arrow next to their name and select Remove.

To stop sharing with everyone, select Unshare in the bottom left corner of the dialog.

A confirmation window will appear to verify your choice.

Unsharing only revokes access—it doesn’t delete any folders or files.