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Manage folders and access in the repository

How can you organize your repository and precisely control access to folders and contracts?

Only organization administrators can create, modify, and manage folders and their access rights in the Tomorro repository.


Structuring folders in the repository

The contract repository allows you to organize your contracts using folders and subfolders, helping you structure your contracts and control their visibility.

Create a folder

  • Open the repository from the main menu

  • Click New folder in the top-right corner

  • Select the parent folder

    • By default, Contract repository is the public root

  • Name the folder

  • Click Create this folder

The folder creator becomes its owner and has full access to all contracts stored inside. Ownership can later be transferred to another administrator (see the Changing a folder's owner section).

Create a subfolder

The process is the same as creating a folder:

  • Open the parent folder

  • Click "Create a Folder" at the top right.

  • Enter the subfolder name and select its parent folder.

  • Click "Create Folder" to finalize.

Subfolders automatically inherit access rights from their parent folder.


Editing, moving, or deleting folders

These actions are reserved for the Admin role. Creating, renaming, moving or deleting a folder requires the Admin role. The Manager, Contributor, Viewer and Signatory roles can view folders, but cannot modify them.


And even with the Admin role, the folder must have been shared with you: a high-level role alone does not grant access to a folder you have not been added to.

Editing a folder

  • Open the relevant folder

  • Click in the top-right corner

  • Select Edit folder

  • Update the name or change the parent folder

Deleting a folder

A folder can only be deleted if it contains no contracts, either directly or in its subfolders. Empty subfolders do not block deletion: they are deleted together with the parent folder.

  • Open the relevant folder

  • Click then Delete folder

  • Type Delete to confirm

  • Click "Delete Folder".

Deleting a folder is final and irreversible. If the folder or one of its subfolders contains contracts, deletion is blocked: delete or move those contracts first.

Understanding refusal messages

When an action on a folder is refused, the message tells you exactly which rule applies:

  • "To rename or move this folder, it must have been shared with you"

  • "To move this folder here, the destination folder must have been shared with you"

  • "A folder cannot be moved into one of its own subfolders"

  • "A folder with the same name already exists at this location (capitalization and accents are ignored). Choose another name or another destination"

  • "To delete this folder, it must have been shared with you"

  • "To delete this folder, first delete or move the contracts it contains"

💡 Name uniqueness ignores both capitalization and accents. At the same location, Contracts, contracts and Contràcts count as the same name.


Managing folders in bulk

  • From the contract repository, select one or more folders

  • Choose an action:

    • Move to another folder

    • Delete (confirmation required; only folders that contain no contracts)

    • Share (with a group or a member)


Managing folder access

Folder access management allows you to precisely control contract visibility and interaction rights.

Adding members or groups to a folder

  • Open the relevant folder

  • Click Share in the top-right corner

  • Add:

    • one or more groups

    • or individual members

All added members will have read-only access to the folder and all its subfolders.

Sharing a folder with everyone

To make a folder visible to the entire organization without adding each member individually:

  • Open the relevant folder

  • Click Share in the top-right corner

  • Enable the Share with everyone option

The folder is then visible to all members of the organization. To switch back to restricted sharing, disable the option: sharing with specific members or groups becomes available again.

  • Subfolders of a folder shared with everyone are automatically shared with everyone. This inherited sharing is managed from the parent folder.

  • As with standard sharing, members have read-only access: interaction possibilities depend on each member's role on the contract.

What subfolders inherit

If a folder is shared with the whole organization, its subfolders also become visible to the whole organization.


However, if a folder is shared with specific members or groups, there is no inheritance: each subfolder keeps its own visibility.


Understanding contract access rules

Actual access to a contract depends on two elements:

  • folder access AND

  • the user's role on the contract

  • Folder access + not a participant
    Read-only access to the contract

  • Folder access + contract participant
    → Ability to interact with the contract

  • No folder access + contract participant
    → Ability to interact with the contract
    → The contract appears directly at the root of the user's contract repository

Viewer role specifics

  • Viewer
    → Can only view signed contracts from the folder they were added to

  • Viewer – Signatory
    → Can view:

    • signed contracts from the folder they were added to

    • contracts in signature where they have been added as a signer

Removing access to a folder

  • Open the relevant folder

  • Click Share

  • Hover over the member or group

  • Click the cross icon to remove access

A removed member:

  • no longer has access to the folder and its subfolders

  • retains access to contracts where they are a participant

Changing a folder's owner

A folder's owner can transfer ownership to another administrator:

  • Open the folder

  • Click in the top-right corner, then select Transfer ownership

  • Select the new owner from the list

  • Click Confirm

Each folder's owner is displayed in the Owner column of the repository.

  • Only the folder's current owner can perform this transfer, and only to an administrator of the organization.

  • The new owner will be able to manage the folder's sharing and settings. The previous owner will remain a participant.

  • Each transfer is recorded in the organization's audit logs.

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