Organization Settings

To view the organization modal and customize the settings, follow the steps below.

  1. Click on the waffle icon and select the Settings module.


  2. On the Settings screen, expand the Organizations setting dropdown from the left-hand navigation pane.


  3. Select the General Settings option and configure the following
    1. Enable Autogenerated Folders: Check the box to enable this setting and vice versa
    2. Root Folder Name: Add a root folder name
    3. Sort Order: Define the sort order
    4. Organization Folder Naming pattern: Click on the wrench icon to add a new organization folder naming pattern. Organization Name is selected by default.
  4. Once the settings are configured, click on the Save button.


  5. Select the Template Folders option and configure the following settings.
    1. Add Folder: To add a root folder follow the steps below.
      • Click on the +Add button.
      • Add the folder name.
  6. Edit Folder: To edit the root folder, follow the steps below.
    • Select the root folder and click on the Edit button.
    • Rename the folder name.
    • Delete Folder: To delete the root folder, follow the steps below.
    • Select the root folder and click on the Delete button.


  7. From the left-hand navigation pane, select the Document Types setting.


  8. Select a document type by applying the By Category sort criteria.
  9. In the right-hand side metadata panel, click on the Profile tab and enable the Related to Organization setting.


  10. Click on the Doc Type Fields tab, and make the organization field visible and/or required by clicking on the respective checkbox.
  11. Click on the Save button.


    Note: Super Administrators must create organizations, sub-organizations and services at the domain level since organizations are always set up at the client/domain level.