Create and edit folders

Organize your documents and establish document structure by creating folders and subfolders in the "Documents" section.

Note: To create folders, you must have at least manage access rights to the "Documents" section; to edit folders, you must have at least edit access rights to the "Documents" section and the respective folder containing them (see "Roles, access levels, and access rights").

Create a new folder

1

Click Documents in Home menu, this will open the "Documents" section.

2

Click + Folder at the bottom of the section, this will open a sidebar.


3

In the sidebar you can set the following properties for the new folder:

  • Name: Click the placeholder at the top and enter a name for the folder.
  • Tags: Categorize the folder by adding tags.
  • Colour: Classify the folder by using colours.
Note: If you want to create a folder inside another one, click the "Move to" icon in the path indicator at the top of the sidebar and select the desired parent folder: 

4

Click Save Folder at the bottom of the sidebar.

Tip: Once the folder is created, open the folder by clicking it twice or by hovering over it and clicking the "Open" icon:

Edit a folder

1

Click Documents in Home menu, this will open the "Documents" section.

2

Hover over the folder you want to edit and choose Properties from the dropdown list, this will open a sidebar


3

In the sidebar you can update the following properties of the folder:

Note: If you want to move the folder, click the "Move to" icon in the path indicator at the top of the sidebar and select "Home" or the desired parent folder: 

4

Click Save Folder at the bottom of the sidebar.

Note: In a sidebar you can also click Copy Link and share this folder stored in EMDESK with other EMDESK users.

Note: Read how to upload or edit documents and how to create or edit EMDocs in the "Documents" section.
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