Documentation

How to create and manage folders

Use folders to manage your files

Need to manage a large number of files? Use folders to create a document library structure for keeping track of all your files. Use bulk actions to move, archive, delete, or download multiple files or folders at one time.

How to create a folder

When you create a folder, any files on the page will automatically switch into compact file view (small-text links).
  • Step 1: Click "Create folder" on the grey bar beneath the page content, but above any comments or attached files. The "Create folder" dialog will appear.
6.5User8130CreateFolder.png
  • Step 2: Type the folder name in the "Title" field.
  • Step 3: Click "Create folder" or press Enter. The new folder will appear below the grey bar.
6.5User8130NewFolder.png
  • Note: If you have another folder selected/highlighted when you click "Create folder", the new folder will be created underneath the selected folder. To create a new top level folder, deselect the highlighted folder by clicking on the page somewhere outside the file/folder listing.

Upload a file into a folder

Add files from your computer directly into a folder on the intranet.
  • Step 1: Navigate to the page with the folder on it and click on the folder name or icon to select/open it.
  • Step 2: Click "Add file".
  • Step 3: Click "Browse", find the file you want to upload and click on it.
  • Step 4: Click "Open". It may take a few moments to upload the file.
  • Step 5: Once the file has uploaded it will appear underneath the open folder.

Move a file or a folder

You can move files that are already on the intranet into a folder. See how to move a file for complete instructions.

Edit security settings for a folder

You can change the security settings for the page the folder lives on to control who can view and edit the page and folder, but you can also edit the security settings of an individual folder.
  • Step 1: Navigate to the page that the folder is on.
  • Step 2: Click the down arrow on the far right of the file name to open the dropdown menu.
6.5User8130FolderSecurity.png
  • Step 3: Click "Edit properties" to open the folder properties page.
  • Step 4: In the "Settings" section in the bottom right, click "Edit" beside the "Security" heading.
  • Step 5: Edit the security settings as desired. (For more information, see how to change permissions to view and edit.)
  • Step 6: If you wish to make the folder private (only the page owner and intranet administrators can view), select the "Private" checkbox on the right side.
6.5User8130PrivateFolder.png
  • Step 7: When you're finished, click "Save".

Rename a folder

  • Step 1: Navigate to the page the folder is on.
  • Step 2: Click the down arrow on the far right of the file name to open the dropdown menu.
  • Step 3: Click "Rename" in the dropdown menu. The "Rename" dialog box will open.
  • Step 4: Type the new folder name in the "Title" field.
  • Step 5: Click "Rename folder" or press "Enter". The renamed folder will appear.

Delete a folder

  • Step 1: Navigate to the page the folder is on.
  • Step 2: Click the down arrow on the far right of the file name to open the dropdown menu.
  • Step 3: Click "Delete" in the dropdown menu.
  • Step 4: Click "OK" to confirm the deletion. Files in the folder, as well as comments and links to it, will also be deleted.

Make changes to multiple files/folders at once

Using the "Bulk actions" menu, you can move, delete, archive, restore, or download multiple files or folders at once. You must have edit permission for a file/folder to be able to apply a bulk action to it. If you have selected a file/folder that you do not have edit permission on, you will see the message "You do not have permission to [change] some of the items selected."
  • Step 1: To select multiple files and folders:
    • To select multiple consecutive files/folders: Click on the first file/folder, then hold the SHIFT key and click on the last file/folder.
    • To select multiple non-consecutive files/folders: Click on the first file/folder, then hold the CTRL key and click on each file/folder you want to select.
  • Step 2: Click "Bulk actions" on the right of the grey bar at the top of the list of files/folders. This opens a dropdown menu.
6.5User8130BulkActions.png
  • Step 3: Select the action that you want to apply to the selected files/folders. Follow the prompts to complete the desired action. (See above for more information on moving a file or folder.)