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Creating Folders

Organize documents within libraries by creating folders and subfolders.

How to Create a Folder

Method 1: New Menu

  1. Navigate to the location where you want to create the folder
  2. Click New in the menu bar
  3. Select Folder
  4. Enter the folder name
  5. Click OK

Method 2: Right-Click Menu

  1. Navigate to the parent location
  2. Right-click in the documents panel
  3. Select New → Folder
  4. Enter the folder name
  5. Click OK

Folder Properties

When creating a folder, you can set:

Property Description
Folder Name Display name for the folder
Description Optional description of folder contents

Permissions Required

Role Can Create Folders
Library Managers Yes
Users with Write access Yes
Users with Read only access No

Inheritance

New folders inherit security settings from their parent folder by default. You can modify these settings after creation.

Folder Organization Tips

Best Practices

  • Use clear, descriptive folder names
  • Create a logical hierarchy that matches your workflow
  • Don't create too many levels of nested folders
  • Consider using consistent naming conventions

Folder Limits

Consideration Details
Naming Avoid special characters in folder names
Nesting Keep folder depth reasonable for easy navigation
Permissions Plan security structure before creating folders

See Also