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Folders


Folders

Folders are the best way to organize your work in your ProofHQ account. You can create a folder structure to mirror the way folders are organized on your computer, with separate folder structures for each client, job or a campaign.
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Folders are also a good way of limiting access to confidential client data - if you don't want some of your users to see some of your proofs, you can make the folders private - this will hide the folders and the contents from some of the users. Please see Folder permissions for more details.

If you group your proofs and files into folders, you can then conveniently manage them from the Folder details page and perform bulk actions on them, for example share multiple items in one go. For more information on managing folder items, please go to Managing folder items.

Folders can be shared with other ProofHQ users, even from other ProofHQ accounts. The folder will then appear in their Sidebar and they will have Read Only access to all items in the folder. If you are closely cooperating with another ProofHQ account, it may be a good idea to set up a Partner relationship between your ProofHQ accounts. This way, you will be able to share your folders with the whole company in one go (which means that the folders will be automatically shared with new users from the Partner account).  To find out more about sharing folders, please go to Sharing folders.

You can create your folders one by one (to find out how, visit Creating folders), but to make it even quicker you can use our Desktop Uploader - simply drag and drop the folder structure from your computer into the Uploader and it will recreate the folder structure in your ProofHQ account, with the files from the folders recreated as proofs. To find out  more about the Uploader, please visit the dedicated help page.