Adding, Editing, and Deleting Folders

You can use folders to group related documents together, making them easier to find.

Adding a folder

To add a folder first select “Company Documents” from the top menu and then click the “Add Folder” button.

Add Folder button on company documents

When adding a folder you can enter the following details:

Name of the folder: This is the name displayed to people browsing company documents.

Sort Direction: The foldrs contents can be sorted in ascending or descending order.

Sort By:

  • Alphabetically: The contents of the folder will be sorted alphabetically.
  • By Date Added: Sorts the folder’s contents by the date they were added.

Icons Display: This determines how the folder’s contents are displayed:

  • Use Default: The user’s preferred display option is used.
  • Large Icons: Displays contents with large icons, ideal for photo galleries.
  • List: Displays contents as a list with smaller icons.

Editing a folder

To edit a folder, click on the ⋮ icon or right-click on the folder, then select “Edit Folder” from the menu:

Edit Folder menu item on company documents

Make the necessary changes and click the Save button.

Deleting a folder

To delete a folder, click on the ⋮ icon or right-click on the folder, then select “Delete” from the menu:

Delete Folder menu item on company documents

What is the company documents module?
Adding, renaming and deleting files