How to create folders

Instructions on how to organise archived documents with the help of a folder structure

Joanna Kuortti avatar
Written by Joanna Kuortti
Updated over a week ago

By default, all documents created in the platform are archived in at least one of the following folders:

If you want to add your own folders to the folder structure, you can create new groups and folders. Note that users who aren't admins do not have access to the folders (by default) and therefore their documents will be archived in "Uncategorized documents".

Admins who have access to the folders can sort these documents afterwards.

Creating new folders in All documents

You can create new folders in the archive through the archive card for each document. Start by choosing the archive card from a document you want to folder.

After opening the document from its archive card, choose "Edit" in "Folders".

After this, you can either edit a existing folder group, or create a completely new folder group by choosing "Add a folder group".

Name the folder group, and create folders. Once you have saved your changes, you can add your document to your new folder.

Note that a folder will only be visible in "Folders" once documents have been saved in it. If you can not see your folder "Folders" in the "All Documents" view, make sure you have a document saved in the folder.

Creating new folders while creating a document

You can create new folder groups when creating a document by choosing "Create document" and then"add a folder group". If you do not want to add a completely new folder group, you can choose "Edit folder group" and add a new folder to a existing folder group.
โ€‹


โ€‹

Creating new folders in settings

You can also create new folders and folder groups in settings while editing user roles.


Key words: Archive, folder, folder structure, user role, user permission, user permissions, role, user rights, limitation, visibility

Did this answer your question?