Manage folders

Folders in Evidence Local allow administrators to organize files, and define retention policies, metadata, and access controls for those files. Folders can be used independently or with cabinets for additional organization and hierarchical control. For a general understanding of how cabinets and folders work together, see Cabinet and Folder Overview in Evidence Local.

Watch this video to learn how to configure folders.

Create a folder

  1. Sign in to your Evidence Local administrator account.
  2. Select Admin from the top menu.
  3. Under File Configuration, select Folders.
  4. Select Create Folder.
  5. On the Information tab, enter the following:
    1. Name: A memorable name for the folder (required).
    2. Description: A description of the folder (optional).
    3. Retention Days: Enter the number of days to retain files in the folder (required unless you select "Until Manually Deleted").
    4. Until Manually Deleted: Select this option to keep files in the folder indefinitely, until they are manually deleted. When selected, entering a retention period is not required.
    5. Location: Enter a storage location for the folder.
    6. Post Retention Workflow: The selected workflow transfers files to a specified location when the folder's retention time is reached, provided the file is not associated with another folder or cabinet with a longer retention time. The default workflow is Recycle Bin, a permanent location designed to catch files in case of accidental deletion. The Recycle Bin cannot be deleted.
    7. Add to "Send To" menu: Select this option to allow access to the folder through the "Send To" option, available in the More actions (...) menu on the Evidence page, for quick file transfers.
  6. Select the Cabinets tab.
  7. Optionally, select Inherit permissions from cabinets.
  8. Select a cabinet from the Cabinet list to add the folder to it. Learn more about Cabinets in Evidence Local.
  9. Select Add Cabinet. The folder is added to the cabinets you select. To remove a cabinet, select the X next to the cabinet name in the list of cabinets.
  10. Continue to add cabinets as needed.
  11. Select the Access Control tab.
  12. Optionally, select Reset security of files in this folder to perform a one-time reset of permissions at the file level, applying the folder's current security settings.
  13. Select a user or group from the User or Group list.
  14. In the Access box, choose either Allowed or Restricted to set the user or group access level.
  15. Select Add. The selected user or group is added to the folder list. To remove a user or group from the access list, select the X next to their name in the list of user or group members.
  16. Select Add. The folder is created and its name will appear on the Folders page.

Edit a folder

  1. Sign in to your Evidence Local administrator account.
  2. Select Admin from the top menu.
  3. Under File Configuration, select Folders.
  4. Locate the folder you want to edit from the list. Use the search filters to narrow down the results if needed.
  5. Select More actions (...), and then select Edit.
  6. Make changes as needed on the Information, Cabinets. or Access Control tabs.
  7. Select Save to apply the updates.

Delete a folder

  1. Sign in to your Evidence Local administrator account.
  2. Select Admin from the top menu.
  3. Under File Configuration, select Folders.
  4. Locate the folder you want to delete from the list. Use the search filters to narrow down the results if needed.
  5. Select More actions (...), and then select Delete.
  6. In the Delete Folder confirmation window, select Delete to confirm.