Add document and forms to Smart Folders

Smart Folders are amazing.
One of the ways we’re using it internally is to define a smart folder per team member, with all the info that they might need

  • Kanban board of ongoing tasks
  • Vacations requests
  • etc

We ask team members to Add that smart folder as a favorite and this basically ensures that everyone has a similar setup, and any updates we will make to it, everyone will get it automagically.

One limitation that I ran into is that I can’t add documents or forms to a smart folder.

In our case, a document would be useful so I could make something like “Intro to your smart folder setup” or any other texts I might deem necessary. A form would be useful for something like a “Vacation request form”

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You can add documents to smart folders (but they will not be mirrored).

Smart folder forms is a valid suggestion, thanks.

The mirroring is the whole point of smart folders.
Even so I’d be fine with adding a document by hand for our 20+ team members (it’s not like people come and go every day)
but I don’t know how. Adding a document from the menu simply creates a new document

While what I want is a single document placed [by hand if needed] and linked in all the team members folders.

I don’t know what you mean by ‘linked in all the team folders’.
Fibery doesn’t really have the concept of a shortcut in the sidebar, so you would need to create a document and then duplicate it for each team member. But IMHO it makes more sense to have a single document at the ‘top level’, no?

What I mean by linked is one document, one single source of truth, available to 20+ smart folders [for each team member].
What I don’t meant by it is a single document, copy-pasted 20 times. That would be horrible for obvious reasons.

Since the Fibery team took the “documents as entities” approach for your own Wiki, I’d be perfectly fine with adding a “Document entity” in the smart folder. However, that doesn’t seem to be possible either (since I already am using smart folders, per person).

But IMHO it makes more sense to have a single document at the ‘top level’, no?

I have that. But I would like a single package with all the info they must have access to. I want to make that information as accessible as possible.

Also, since I mentioned documents, it should be the same for whiteboards. They should be shareable in smart folders as well (so that everything is covered.

If you have a documents database, you can create a many-to-many relationship between Documents db and User db, and then you can add a level to your smart folder configuration to show linked Documents for each User.
If you create a Document that should be read by everyone, just make sure that every User is linked to that document, and it will show up for every User in the smart folder

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And there’s nothing to stop you embedding a whiteboard in a rich text field of a document entity.
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Not the same as a mirrored whiteboard, but workable I hope.

I tried the nested entity approach.
It bugs me that I can’t change the order and it’s always at the bottom of the list (the opposite of a good place for a Intro page) but it’s better than nothing.

So thanks for the suggestion Chris.
It’s good enough for me.

Maybe you could just add a feed view (of all linked document entities) at the top of the smart folder, instead of showing the document level in the smart folder config… :thinking:

That’s a great idea.
I could link a few more docs (such as useful internal documents), but with the intro clearly at the top

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