Set transaction folder

Upon creation, a transaction is placed in a default (public) folder but you can specify a folder of your choice.

Note that you can no longer edit a completed, cancelled, expired or archived transaction’s folder.

If you place a transaction in a private folder, it will only be seen by workpace members with admin rights.

For more details about workspace folders management, visit Manage folders.


Set transaction name
Set transaction language
Advanced parameters
Transaction parameters
Getting started
Manage templates
Manage workspace
Master Console
Personal settings
Personal Space
Sign documents