Help centre / Folio / Keeping records safe
Protect a folder
Protecting a folder means everyone gives a reason before opening a record in it, even if your organisation doesn’t ask for one elsewhere. It suits HR files, client papers and anything else that should only be read for a good reason.
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Open Protected folders
Go to Settings in Folio, choose Protected folders and click Protect a folder.
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Choose the folder
Pick the folder you want to protect. Any folders inside it are protected too, including ones made later.
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Say why and save
Choose a reason, add a few words about why, and click Protect it. The folder now shows PROTECTED in Files.
What changes
Anyone opening a record in the folder is asked why first. Renaming the folder, or moving a record out of it, waits for a second administrator to approve.
Removing protection
Click Ask to remove next to the folder, give a reason and click Send for approval. Nothing changes until a second administrator approves it in Approvals.
If something goes wrong
The folder I want isn’t in the list. It may already be protected, or sit inside a protected folder, in which case it’s covered already. Check the list under Protected folders, and if it isn’t there, write to us at [email protected].
Still stuck? Write to [email protected] and we'll get back to you.