TABLE OF CONTENTS

I. Create Folders

II. Limit Visibility

III. Edit Folders

IV. Move Folders

V. Delete Folders


I. Create Folders

Folders can be created at the main page level, or within other folders. Folders within folders are known as nested folders.

To create a folder in the Document Center:

  1. Navigate to the area within the Document Center where you want the folder added

  2. Click New, then Make New Folder

    1. OR click + New Folder under Name

  3. Enter a Name for the folder, a helpful Description, and determine Visibility

    1. Please refer to Limit Visibility for more details on limiting access to a folder

  4. Click Save

II. Limit Visibility

Folders added to the Document Center are available to all Organization Admins and Members by default. However, limitations can be added to folders to restrict access to certain Members. This allows Members to only focus on the documentation applicable to their role on the board.

Note: nested folders inherit the visibility of the parent folder's limitations.

To limit visibility of a folder in the Document Center:

  1. Create a new folder or edit an existing folder

  2. Click Limited under Visibiltiy

  3. Click one or several groups that should have access to the folder

  4. Click Save

  5. Folders with limited visibility will have a red padlock next to the ellipsis menu

III. Edit Folders

To edit a folder in the Document Center:

  1. Navigate to the folder to edit

  2. Click the ellipsis menu and then click Edit

  3. Edit the Name, Description, and / or Visibility

  4. Click Save

IV. Move Folders

Only Organization Admins can move folders.

To move a folder in the Document Center:

  1. Navigate to the folder to move

  2. Click the ellipsis menu and then click Move

  3. A Move pop-up window displays with the list of available folders

    1. Select the appropriate folder and click Save

      1. Select the organization name to move the folder to the main page of the Document Center

Note: Folders and files can also be moved with a click and drag method.

V. Delete Folders

Note: this cannot be undone!

To delete a folder in the Document Center:

  1. Navigate to the folder to delete

  2. Click the ellipsis menu and then click Delete

  3. The Are you sure? pop-up window displays

    1. Click OK

      1. Note: everything within that folder (all sub-folders and documents) will be deleted


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