Folders

Folders allow you to organise documents and files for Customers, Suppliers, and HR Employees. Each module has its own folder structure and visibility rules to help you control who can access what.

What Are Folders?

Folders in Cinqd are module-specific, global storage areas designed to keep your business documents structured and secure. They help teams organise:

• Customer files
• Supplier documents
• Employee documents

Each folder is assigned a visibility level, ensuring the correct stakeholders can access the right documents.

How Folders Work Across Records?

Folders are created once per module and apply globally. In the CRM module, the same folder structure appears for every Customer and Supplier. In the HR module, the same folder structure appears for every Employee. This keeps documents consistent across records while access is controlled by visibility rules.

Folder Categories 

Folders are grouped automatically by module: 

1. CRM Customers 

Used for storing documents related to customers. 

2. CRM Suppliers 

Used for documents tied to suppliers and vendors. 

3. HR Employees 

Used for employee-related files such as contracts and HR documents. 

Each category can be expanded/collapsed to show or hide its folders. 

Understanding Visibility Levels

When creating or editing a folder, you can choose who can see it. Visibility options vary depending on the module: 

CRM Folders 

• Internal
  Only your team (internal users) can view the folder. 

• Internal and customer
  Both your team and the customer (via client portal or shared access) can see the folder. 

• Everyone (for Suppliers only)
  Available to all internal users. 

HR Employee Folders 

• Manager and employee
  Only the employee and their direct manager can access the folder. 
• Everyone
  Visible to all internal HR-permitted users. 

Creating a Folder

Method 1: From the “+ Folder” Button 

1. Click + Folder in the top-right corner. 
2. A “Create Folder” modal appears. 
3. Choose the Module (CRM Customers, CRM Suppliers, HR Employees). 
4. Enter the Folder name. 
5. Click Save. 

Method 2:  Inline Creation (Inside Each Module Section) 

1. Go to the module category (e.g., CRM Customers). 

2. Click + Folder under the folder list.

3. A new inline row appears: 

a. Enter folder name. 

b. Click the ✔ tick icon to save. 

c. Select visibility (dropdown appears when clicking the visibility icon). 

Editing Folder (Name or Visibility)

Folders are editable through inline controls: 

1. Hover over a folder row click the pencil/edit icon (folder appears in editable state). 
2. Update the folder name. 
3. Update visibility: 
   • Click the visibility icon. 
   • Choose from available visibility options. 
4. Click ✔ Save to confirm. 

Deleting Folders

Delete One or Multiple Folders 

1. Select a folder using the checkbox. 

2. The Actions menu becomes active. 

3. Open Actions → Delete. 

4. Confirm to remove the folder. 

Note: Only empty folders should be deleted avoid accidental removal of important documents. 

Search for Folders

Use the Search bar at the top to quickly filter folders across all modules. 

Search works by folder name. 

Best Practices 

• Use clear, descriptive folder names (e.g., “Contracts – 2025” instead of “New Folder”). 

• Set visibility carefully to prevent exposing sensitive HR or customer files. 

• Group documents per customer/supplier/employee for faster access. 

• Use “Internal and customer” visibility only for folders intended for client sharing.