Top-Level Folders

The folders directly inside a matter’s workspace are its skeleton, copied from its template. So only admins add, rename, move or delete them, search folders included. Below the top level, everyone works under the usual permissions.

The Workspace Folder Itself

• It can’t be renamed directly. Its name follows the matter’s: change the name with Edit Matter…. See Clients and Matters.
• Only admins delete it, or move it to another Store.

Where Documents and Folders Can Go

Healdan enforces these for everyone, admins included, however the change arrives: the browser, WebDAV, CMIS or the API.

• Documents go only inside a matter’s folders. Not at a Store’s top level, not at a workspace’s top level, not in the Default workspace or the Templates Store, and not in a search folder.
• Only New Matter creates folders directly in a Store. Admins can create folders anywhere in the Templates Store.
• Search folders hold no folders.
• Shortcuts aren’t allowed inside Stores.