Summary
Folders is a new feature designed to help you organise and manage your RAMS more efficiently — especially if your dashboard has become messy or difficult to navigate.
With Folders, you can group RAMS by site, client, or any other structure that suits you. Whether you’re managing just a few RAMS or hundreds for the same project, Folders makes it easier to find what you need and stay on top of your work.
Who can use this feature?
Plans 🏘️
Folders is available for RAMS customers on the Small, Medium, Large Teams and Enterprise plans.
Who can create and manage folders? 👷♂️
Project editors: All users can view all folders within their division, including those created by others. Any user with permission to create and edit RAMS can also create, rename, and delete folders.
Related articles 📖
Why use Folders?
Here are the key issues we aim to address with folders:
Less clutter, more organised: No more endless lists of RAMS with no structure.
Group RAMS: Previously, there was no way to group multiple RAMS (sometimes 30+) created for the same site or client.
With Folders, you can now tidy up your workspace and find what you need faster.
Where to find Folders
Folders live in your side panel on the left of the main RAMS dashboard, where you can navigate between the RAMS and Folders views.
From the Folders section, you can:
View all folders
See your recent folders
Quickly access your favourite folders
You can also see on your RAMS dashboard which folder the RAMS belongs to.
What you can do with Folders
1. View all folders
Navigate to the Folders section on the left-hand side to manage your folders.
Click on ‘Folders’ in the side panel to browse your full list of folders.
2. Create a new folder
Click the + icon in the side panel to create a folder.
Type the folder name > Create folder.
Tip: Give your folder a name that helps you stay organised: e.g. “Site A – London” or “Client: Acme"
You cannot create sub-folders within a folder, but a good naming convention can help you out!
3. Favourite a folder
Go to all folders and click on the star icon next to the folder’s name.
Favourites appear at the top of your folder list for quick access.
4. See recently viewed folders
Your Recent folders section automatically shows folders you’ve recently opened.
5. Rename & delete a folder
Head to the "Folders" section in the left sidebar first to view all folders.
The three dots on the right-hand side of your folder list let you rename or delete the folder.
Note: The RAMS within the deleted folder will NOT be erased – just removed from the folder.
Adding or moving RAMS into folders
You can organise RAMS into folders in two ways:
1. Add to a folder when creating or editing a RAMS
When creating or editing a document, you’ll see an option to select a folder.
Creating a RAMS from within a folder
A RAMS will be auto-assigned to a folder if:
You click "New RAMS/Project" when already inside a folder
You duplicate a RAMS that belongs to a folder
2. Multi-select RAMS and group/move into a folder
You can bulk-select multiple documents from the "Current RAMS" view and choose to move all selected documents to a new or existing folder.
Use the checkboxes on the left-hand side of the list to tick one or more RAMS. Options to move, group, or archive will appear.
When mass-selecting, the selected RAMS can:
Move into folder = to move RAMS into an existing folder.
Group into folder = to create a brand new folder and add the selected RAMS into it.
💡 Note: RAMS can be moved between folders at any time, but each RAMS can only live in one folder at a time.
Mass-archive RAMS
When you multi-select RAMS from the list, you'll also have the option to archive all selected projects.
They'll end up in the archive on the left column under the RAMS section.
Best practice tips
Use consistent naming conventions to keep things clear.
Favourite your most active folders so they’re always within easy reach.
Regularly review your folders to keep your workspace organised.
If you have any questions or feedback about Folders, our support team is here to help — just drop us a message!