Documentation

# Folder Configuration

Defines folder structures to be created within document libraries with optional permissions and column defaults.

Referenced by: DocLibCfg.FolderSets, SiteCfg.FolderSets, SharepointCfg.FolderCfgs.

# Overview

FolderCfg defines folders and folder hierarchies within document libraries. Folders can be nested and can have their own permissions and default column values.

# Applied when

Folders are created when:

  • The parent DocLibCfg is provisioned and references this configuration via FolderSets
  • OR the parent SiteCfg is provisioned and references this configuration via FolderSets (creates folder structure in the site)
  • Applied during library or site provisioning; folders are created after the parent library is created
  • Nested folders (specified with / or \ separators) are created in hierarchical order; parent folders are created automatically
  • If PermissionSet is specified, permissions are applied at the folder level; otherwise, folders inherit parent permissions
  • Column defaults are applied to each folder when documents are created in them

# Core settings

# Name

Type: string | Required: Yes

Unique name for this folder configuration. Referenced from DocLibCfg.FolderSets or SiteCfg.FolderSets.

Example: "IncomingDocuments", "Correspondence"

# Folders

Type: string (list) | Required: Yes

Array of folder names and paths to create. Supports / or \ as separators for nested hierarchies. Parent folders are created automatically if they don't exist.

Example: ["Correspondence/Incoming", "Correspondence/Outgoing"] creates:

Correspondence/
  ├── Incoming
  └── Outgoing

# Permissions

# PermissionSet

Type: string | Required: No

Name of PermissionSetCfg to apply unique permissions at the folder level. Only applied if defined and not empty.

When specified, the named permission set is looked up and applied. If not found, a warning is logged and the folder inherits from parent.

Leave empty to inherit permissions from the parent folder.

Example: "MatterOwners", "Clients"

# Column defaults

# ColumnsDefaultValue

Type: NameValue (list) | Required: No

Default values for columns in items created in this folder. Each entry specifies a column name and its default value.

When a document is created in this folder, these defaults are automatically applied to the specified columns.

Example values:

  • Column Status with default value Active
  • Column Department with default value Legal
  • Column Year with default value 2024

# CoPilot Agent

# CoPilotAgents

Type: string (list) | Default: — | Required: No

Names of CoPilotAgentDefinitionCfg entries to deploy as .agent files into the folders defined by this configuration. Agent files are deployed when a folder is first created.

Example: ["MatterAgent"]

See CoPilot Agent Configuration for full property reference.

# AlwaysDeployAgentFiles

Type: bool | Default: false | Required: No

Re-deploy agent files on every provisioning run, not only when the folder is first created.

Last Updated: 4/20/2026, 12:54:05 PM