How do I add a Folder?

Overview

The documents module allows you to create and manage folders to keep files organised and easily accessible. Folders provide a structured way to group related documents, making it easier to locate, manage and share information.

This guide explains how to create, edit, archive and restore folders.

Adding a New Folder

To create a new folder:

1. Navigate to the Documents module using the left-hand menu.

2. Click Add Folder.

3. Complete the required information in the Details tab.

4. Click Save to create the folder.

Once saved, the folder will be available within the documents module according to its configured settings and permissions.

Editing an Existing Folder

To update an existing folder:

1. Navigate to the Documents module.

2. Locate the folder you wish to edit.

3. Select the Edit Pencil.

4. Update the relevant information.

5. Click Save to apply your changes.

Archiving a Folder

Folders that are no longer required can be archived without permanently removing them.

To archive a folder:

1. Navigate to the Documents module.

2. Locate the folder you wish to archive.

3. Select the Edit Pencil.

4. Turn off the Active toggle.

5. Click Save.

The folder will be archived and can be restored when required.

Restoring an Archived Folder

Previously archived folders can be restored through the module settings.

To restore a folder:

1. Navigate to the documents module using the left-hand menu.

2. Click the cog icon in the top-right corner.

3. The Settings panel will open.

4. Scroll to the Restore section.

5. Select Documents.

6. Use the toggle to select the folder you wish to restore.

7. Click Restore.

The folder will become active again and available according to its configured permissions.