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
- Using the Plus Button
- Creating Folders When Uploading Files
- Creating Folders When Uploading Files
- Creating Folders When moving files from Unfiled
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
- Step 2: Choose the category, then the subcategory
- Step 3: Click on "+New Folder"
- Step 4: Add the name of the Folder
- Step 5: Click on "Create"
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"
- Step 3: Add the name of the Folder and click on "Create"
- Step 4: Select the new folder and click on "Move"
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"
- Step 3: Add the name of the Folder and click on "Create"
- Step 4: Select the new folder and click on "Next"
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”.