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Web dashboard

Organise the Library into folders

Create folders in the document Library and drag documents into them, so your team can find a document by where it belongs.

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The Library holds your organisation's shared documents. Folders let you file them by topic, so people can browse to a document instead of searching for it. The same folders appear in the mobile app.

Creating folders needs the Document Create permission. Moving, renaming and deleting need Document Delete, because they change documents that are already filed.

  1. Step 1

    Open the Library

    In the side menu, click Library. It opens at Home, with folders listed first and then files, each in A–Z order.

  2. Step 2

    Start a new folder

    Click New Folder, on the right above the list. The folder is made inside the folder you're in, so open a folder first to make one inside it.

  3. Step 3

    Name it

    Type the folder's name, then click Create. Create stays greyed out until there is a name.

  4. Step 4

    Find the new folder

    The folder joins the list in A–Z order. Its Size and Permissions both read Empty until a file is in it, because a folder's access comes from the files inside it.

  5. Step 5

    Drag a file in

    Drag a file by its row onto the folder. While you drag, the folders you can drop on turn grey, and the one under the pointer turns blue. Let go to drop it.

  6. Step 6

    Check the count

    The file leaves the list, a message confirms the move, and the folder's Size counts the file.

  7. Step 7

    Open the folder

    Click the folder to open it. The breadcrumb above the list shows where you are; click Home to go back up.

  8. Step 8

    Move several at once

    Tick the files and folders you want, then click Move to... in the bar that appears and choose where they go. The same bar can Delete the selection, change its access with Edit access, and Index or Unindex it for the assistant. For a folder, that covers every file inside it.

  9. Step 9

    Move something up a level

    Drag a file or folder onto a folder name in the breadcrumb, such as Home, to move it there.

  10. Step 10

    Rename or delete a folder

    Click a folder's ⋮ menu and choose Rename or Delete Folder. Deleting a folder that has files in it deletes them too, so you're asked to confirm twice.

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Organise the Library into folders - Read and Respond