Click ‘Add Folder’ to create a new space for organising documents. This helps keep related content grouped - for example, by subject area, department, or purpose.
Complete the following fields:
Title
Description
Type: Use Types to group similar folders together. These can be colour-coded and make filtering easier across the platform.
Allow all staff to view?: If unticked, you can restrict access by selecting specific staff roles the folder should be shared with.
After entering the details, choose either:
Add – to save the folder.
Add and Open – to save the folder and immediately open it.
You can edit folders in both views:
Block View:
Click the arrow next to the Action block and from the drop-down select Edit. Make your changes in the pop-up and click Save.
Table View:
Click the pencil icon next to the folder. Make changes in the pop-up and click Save.
To archive a folder, you will need to make the folder inactive. To do this:
On the documents home page, select the drop-down of the folder you want to archive.
Select Edit from the drop-down menu.
Then make the folder inactive by deselecting ‘Active?’.
Note: Child organisation of Trust (Parent Organisation) may not be able to archive certain folders as this is controlled at the trust level.