Datamolino

How to create a new folder in Datamolino and what happens next.

Create a folder

What each option does, how to use them, and what you can recover if you change your mind.

Delete, archive, or unarchive a folder

How to use the My Folders dashboard to quickly find what needs action - using filters, your personal folder list, and search.

Folders requiring your attention: navigating the folder list

The three folder roles in Datamolino, what each one can do, and how to invite and remove users.

Folder-level user roles and permissions

What each folder tab shows and how to use them to find the documents that need your attention.

Folder tabs: what lives where and why

An introduction to folders - what they are, how they work, and what's inside them.

What is a folder in Datamolino?

How to add a Client ID to a folder and where it appears - in the folder list, folder search, reports and usage exports.

Client ID: label folders with your own client reference

How to use Folder Notes to leave coding instructions, contacts or process notes that every user of the folder can see.

Folder Notes: share instructions with everyone in a folder

Lubica Jakubac

Create, manage, and organise your folders in Datamolino

Folders & Organisation

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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