The Documents section is used for storing files and folders. You can sort files into folders within documents. In this article, we will show how to work with a folder.
Folder detailed card
In the document list view, click on the Folder name to open the folder. Learn how to work with individual documents in this article.
Easily change the folder Name in the folder's main panel. Click on the star icon to add it to your Bookmarks. Select a Category or add Tags to the folder.
Add more items to the Category by clicking Edit Items » Add another item. You can also choose the Category color.
In the right corner of the panel, click the three dots button to expand the various folder actions:
- Reorganize
- Security
- Delete
Reorganize
Select Reorganize to rearrange the folders as needed.
Security
The Security button pulls up system information about the folder. It tells you who created or modified the folder and when. Only users who have sufficient permissions can see the folder. In Security, you can set the Security Level and also check the Record Visibility.
Delete
The Delete button is used for deleting a folder, including all the files in it.