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Manage folders

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Learn how to create and manage folders to organise files, templates, and stored content across your workspace.

This article covers:

Note: You must have system admin access to create folders

Create a folder

MRI Vault lets you create digital folders to organise files, templates, and stored content—just like a virtual filing cabinet. These folders appear across contact and property cards, templates, the email builder, and eMarketing.

  1. Go to: Settings > Folders
  2. Select the relevant tab based on where you want the folder to appear
    Create-folders.png
  3. Click Add New Folder Type in the bottom-right corner
  4. Enter a folder name and click Save
  5. To edit or delete a folder, click Edit next to the folder name

Folder options for property filing cabinets

Property folders have extra settings to customise visibility and access, with additional options available when creating a filing cabinet (property) folder.

  1. Go to: Settings > Folders
  2. Select the Filing Cabinet (Property) tab
  3. Click Add New Folder Type in the bottom-right corner

The available options are:

  • Visibility - Choose whether the folder appears for Sales, Lease, or Both
  • Parent Folder - Nest the folder under an existing one
  • Contracts Folder - Files sent from this folder via the mobile app will automatically mark attendees as Contract Sent
  • Default File Access - Set default access permissions for files added to this folder.
    Property-folder.png
  1. Click Save

Where folder types appear in MRI Vault

Each folder type is linked to a specific part of MRI Vault. Here's where you'll find them:

  • Filing Cabinet (Contact) - Appears on the contact card under the Filing Cabinet section
  • Documents/Letters - Used when uploading or creating Cloud and Word Doc templates, and when generating letters via the Contact or Property > Letters tab
  • Filing Cabinet (Property) - Appears on the property card under the Filing Cabinet section
  • Email Builder Templates - Visible in the Email Builder, allowing you to group and organise templates
  • eMarketing Storage - Appears in eMarketing > eMarketing Storage, accessible via the dropdown in the top-right corner

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