Create and edit folders

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

Follow the instructions below on how to create or edit a folder.

Create a folder

1

Click Documents in Home menu, this will open 'Documents' section.

2

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


3

In the sidebar you can set the features of the new folder:

  • Name: Click the placeholder at the top and enter a name for the folder
  • Location: Move the folder whenever you want inside 'Documents' section
  • Tags: Categorize the folder by adding tags
  • Colour: Classify the folder by using colours
4

Click Save Folder at the bottom of the sidebar.

Tip: Once a folder is created – open the sidebar by clicking the folder once; open the folder by clicking it twice or hovering over it and clicking the 'Open' icon.

Edit a folder

Note: To edit a folder you must have edit access rights to it (see 'Roles, access levels, and access rights').
1

Click Documents in Home menu, this will open 'Documents' section.

2

Click the folder to open a sidebar, or hover over it and click the small arrow on the right and then choose Properties, this will also open a sidebar. 


3

In the sidebar you can update the folder:

4

Click Save Folder at the bottom of the sidebar.

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

Note: Read how to upload and edit documents in 'Documents' section.
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