Workplace Folder

IMPORTANT  The documentation immediately below pertains to Workplace for Windows and Mac v10. If you haven't upgraded yet, just jump to the Workplace Desktop v8 documentation farther down this page. Not sure which version you have? Click here.

Workplace for Windows and Mac v10

SECURITY  All Workplace for Windows and Mac users

NAVIGATION  Taskbar/menu bar > >

The Workplace folder is the location on your computer where a local copy of your Workplace data is stored. When you install Workplace for Windows and Mac, the Workplace folder is created automatically.

As the files you've chosen to sync are stored locally on your computer, they are accessible even without an Internet connection. When an Internet connection is available, the files and folders in the Workplace folder will automatically synchronize in the background, ensuring you have the latest versions on your local drive.

You can also create projects here, which will automatically sync to Workplace.

The Workplace app will watch for changes to your locally stored projects as well as projects changed via Workplace Online and sync them, so your team is always working on the most recent versions of files.

How do Workplace folder items behave?

First level folders in the Workplace folder represent projects in the Workplace service. Folders are like folders everywhere, as are files.

While projects function almost like any other folder on your machine, a key difference is that projects cannot be deleted using your operating system's built-in Delete function. You may only delete a project if your are the project owner and you must use the Workplace Delete Project option.

Files and folders within projects operate in a more conventional manner. If you have the correct permissions, you may delete a file or folder on your device. When you do so, they are deleted in Workplace Online. If you move them, they are moved in Workplace Online. Such changes are replicated across all your devices and all of the members of your team that have access to the project or folder.

The project owner or anyone with Full Access permissions to the file or folder can delete a file or folder on their device. Only project owners can delete a project.

Similarly, the project owner or anyone with appropriate permissions to the file or folder can rename a file or folder from their Workplace Folder. Only project owners may rename a project by changing the name of a first-level folder

IMPORTANT  Setting permissions appropriately is an effective way to avoid deletions and/or changes that inadvertently affect other users. Refer to Manage project, folder, and file team shares for more guidance.

NOTE  The options available will vary, depending on the type of item (e.g. folder or file) you've selected.

How to...

Workplace Desktop v8

SECURITY  All Workplace Desktop users

NAVIGATION   Windows taskbar > > Workplace...

NAVIGATION  Mac menu bar > > Workplace...

The Workplace folder is the location on your computer where a local copy of your Workplace data is stored. When you install Workplace Desktop, the Workplace folder is created automatically.

As the files you've chosen to sync are stored locally on your computer, they are accessible even without an Internet connection. When an Internet connection is available, the files and folders in the Workplace folder will automatically synchronize in the background, ensuring you have the latest versions on your local drive.

You can also create projects here, which will automatically sync to Workplace.

Workplace Desktop will watch for changes to your locally stored projects as well as projects changed via Workplace Online and sync them, so your team is always working on the most recent versions of files.

How do Workplace folder items behave?

First level folders in the Workplace folder represent projects in the Workplace service. Folders are like folders everywhere, as are files.

While projects function almost like any other folder on your machine, a key difference is that projects cannot be deleted from the Workplace folder on your device; they must be deleted from within the Workplace Online.

If a project is deleted from within the Workplace folder, it will only stop that project from syncing; the project will still be available within Workplace Online, on your other devices, and to colleagues who have been granted access to the project.

This principle extends to moving a project on your device - the Workplace service sees a move as a 'copy-then-delete'. This means that moving a project into another project in the Workplace folder will result in all the data being duplicated - the project will be unsynced but will remain in the cloud and a copy will be created in the new location.

Files and folders within projects operate in a more conventional manner - if you delete them on your device, they are deleted in Workplace Online. If you move them, they are moved in Workplace Online. Such changes are replicated across all your devices and all of the members of your team that have access to the project or folder.

The project owner or anyone with Full Access permissions to the file or folder can delete a file or folder on their device.

IMPORTANT  Setting permissions appropriately is a highly effective way to avoid deletions that inadvertently affect other users. Refer to Manage project, folder, and file team shares.

NOTE  If you rename a project (first-level folder) within the Workplace folder, your changes will only sync to Workplace Online if you are the owner of that project. If you are not the project owner, the local project name will change and continue to sync, however the project name will not change in the Workplace service.

Workplace Folder context menu options

Options and information specific to Workplace are accessible through the right-click menu for folder and files in the Workplace Folder.

NOTE  The options available will vary, depending on the type of item (e.g. folder or file) you've selected.

How to...