What is a Folder?
A Folder is a second-level (or lower) space used to categorize and organize files and matters within a Workspace (*). You can build flexible folder hierarchies based on the purpose or type of content.
Folders can be created by users other than IT Administrators, as long as they have Editor or Admin permissions for the parent Workspace or Folder.
Only the lowest-level folders can be deleted, and only if they do not contain files or matters.
(*) For details on Workspaces, see Workspace Management: Creation and Editing by IT Administrators.
Add a Folder
Open [Vault] or [My templates] list.
On any list page, click [All Locations] and select the workspace or folder one level above where you want to create the new folder. Once you select a location, the list will be filtered, and the workspace/folder menu will close automatically.
Click the selected location, the under Currently displayed location click [...] → [Add folder].
Enter the Folder name and Description, then click [＋Apply] under Shared Users.
(Admin only) Select whether to inherit permissions from the parent level.
*This option is selected by default.
Search for users or user groups to share with, and check the box to add them.
Choose the appropriate access permission and click [Save].
⚠️Notes:
Usernames are case-sensitive when entered in English.
You can only grant access permissions up to the level of your own permission.
Only IT Administrators can add Workspaces.
The total number of Workspaces/Folders is limited to 500 across all levels (this limit may vary by contract; contact your account manager for details).
Folder names are limited to 100 characters.
Only users with Admin permission can disable permission inheritance.
Edit a Folder
Open [Vault] or [My templates] list.
Click the [All locations] on top of the list and select the Workspace or Folder you want to edit.
Click the selected location, then under Currently display location click [...] → [Edit location].
Update the Name and Description, then click [＋Apply] under Shared Users.
To share with new users/groups, search for and select them, then choose the permission level.
To stop sharing, deselect the checkbox.Click [Save].
⚠️Notes:
Usernames are case-sensitive when entered in English.
You can only grant access permissions up to the level of your own permission.
Folder names are limited to 100 characters.
Only users with Admin permission can disable permission inheritance.
Delete a Folder
Open [Vault] or [My templates] list.
Click [All locations] on top of the list and select the folder you want to delete.
Click the selected location, then under Currently displayed location click [...] → [Delete].
Review the confirmation message, then click [Delete].
⚠️Notes:
Only the lowest-level folders can be deleted.
Folders containing files or matters cannot be deleted.