How to Create Folders?

Modified on: Fri, 25 Sep, 2020 at 6:03 PM


Any users can create a folder inside a subcategory or another subfolder, here are some different ways to create a folder:




Using the Right-click function


Step-by-step guide


Step 1: Right-click on any white space


Step 2: Select "New Folder"


Step 3: Add the name of the folder


If you are doing the right-click on a category or subcategory you will also need to choose the location of the new folder.
  • Right now, users can only create folders inside a subcategory or another subfolder. Learn more about folder types here.


Step 4: Click on "Create"



Using the Plus Button

Step-by-step guide:


Step 1: Click on the plus button and select New Folder

  • Located in the top right corner of the vault

Step 2: Add the name of the folder


If you are doing the right-click on a category or subcategory you will also need to choose the location of the new folder.
  • Right now, users can only create folders inside a subcategory or another subfolder. Learn more about folder types here.


Step 3: Click on "Create"


Creating Folders When Uploading Files

Step-by-step guide:


Step 1: Click on the plus button to upload a file

  • Select one or multiple documents. 

Step 2: Choose the category, then the subcategory

Step 3: Click on "+New Folder"


Step 4: Add the name of the Folder and click on "Create"



 Please note that to finish filing the file under the new folder, you need to select it ( a light blue backgound color will indicate this action)



Creating Folders When Uploading Files

Step-by-step guide:


Step 1: Right-click on the file and select "Move"

Step 2: Click on "+New Folder"

When the directory box is displayed, select the subcategory you want to create the new folder, and click on “+ New Folder”.


Step 3: Add the name of the Folder and click on "Create"

Step 4: Select the new folder and click on "Move"

You need to click on the new folder before clicking on the move button.




Creating Folders When moving files from Unfiled

Step-by-step guide:

TABLE OF CONTENTS


Step 1: In the Unfiled area right-click on the file and select "Move to My Documents"


Step 2: Click on "+New Folder"

When the directory box is displayed, select the subcategory you want to create the new folder, and click on “+ New Folder”.

Step 3: Add the name of the Folder and click on "Create"

Step 4: Select the new folder and click on "Next"


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