Folders

Users can create folders and sub-folders to organize their documents in the document library. This keeps everything in a clear easy to access area for quick accessibility.

Add a folder: Click on the "Documents" tab and then the link for "new folder" towards the top of the page:



Then fill out the form and push submit. This creates a folder for the general documents space. To create a sub-folder, go into the folder you wish to make the parent folder and then repeat the above steps.

Edit a folder: If you wish to edit the name or description of the folder, simply click on the folder's name. All folders are found in the right sidebar of the Documents section, which can be accessed by clicking the "Documents" tab. After clicking on the folder's name, the folder's details will be listed in a tan box towards the top of the page. Click the edit icon next to the folder's name , edit whichever details you wish (title, description, etc.) and click submit at the bottom of the page. Note that in this edit mode you can also move this folder to exist in another location, by choosing where you would like to place by using the radio buttons at the bottom of this form.

Delete a folder: You can delete a folder by clicking on the folder's name, which is found in the right sidebar of the documents section. After clicking on the folder you wish to delete, the folder's details will display in a tan box towards the top of the screen. Click the delete icon found to the right of the folder's name and confirm to delete. Note that if you delete a folder, any content in that folder including all sub-folders and their contents will also be deleted. If this is the case for you, move the sub-folders by following the steps to "Edit a folder" above, along with "Posting documents to a folder" below, to change where this sub-content exists.

Post documents to a folder: This organizes your documents by folder. When adding a document click on the boxes on the right side of the screen to add to specific folders. Note that here you can post documents to more than one folder if you wish. Also if you are currently in a folder and click "Add a document" the folder you are in is automatically checked. This also is true for the quick file upload link (when using this the file you upload is automatically placed in whichever folder you are in. You can also go back and change where a document is listed by clicking on the "Edit" icon next to the title of the document. Note that you cannot do this as a guest.

Key Folder: When adding or editing a folder, just beneath the area to add a description for the folder is a check-box to make the folder a "Key Folder." Selecting this check-box, and making your folder a Key Folder, will create a new section in sidebar of the Documents tab, to view all the contents of the folder. Note: Be careful though not to make too many Key Folders because each of these new sections in the sidebar will push the listing of all the folders further down.