How can I organize my documents and links into folders?

You can group documents and links into folders to help you stay organized and find the things you need quickly.  From the Documents tab within a space, open the left navigation pane by selecting the (>) directly next to the filtering options.  Note: Only space owners can create, delete, rename, and reorder folders.  Space members can add items to the folders to help maintain organization within the space.

To create a new folder: Click “Add Folder”.  You will have the opportunity to name your folder.  You can create as many document folders as you’d like and everyone in the space will see them and have the ability to move documents and links they have access to.

To move documents into a folder: Drag and drop!  Left-click on the document/link name from the document section on the right and hold the click as you move the mouse to the folder name.  The folder name will highlight to indicate where the document/link will go.  Release the click and the document/link will be in the new folder.  Repeat the process for all documents/links you want to move into folders. You can also add documents to a folder from within the document. Open up the document and select “Not filed” at the top, in the details pane. You can select from the available folders in the space.

To view documents in a folder: Click on the folder name on the left side.  This will pull up a list of only the documents/links that are part of that folder.  Adding a document from inside the folder will automatically add the document/link/Google Doc you are adding into the folder.

To delete a folder: From the space’s Documents tab, select the (>) symbol to the left of the filtering options to open the folder navigation pane.  Locate the folder you would like to delete and mouse over the file count in the right corner.  An arrow will appear to the right of the folder count.  Click the arrow to open a drop-down menu and select Delete. 

To rename a folder: From the space’s Documents tab, select the (>) symbol to the left of the filtering options to open the folder navigation pane.  Locate the folder you would like to rename and mouse over the file count in the right corner.  An arrow will appear to the right of the folder count.  Click the arrow to open a drop-down menu and select Rename.

To reorder document folders: On the Documents tab, the folders can be re-ordered from the middle pane where all the documents are listed.  Under the + sign to add a new document, make sure the sort is set to “None.”  Then choose “All” from the All/Favorites/My Documents/Images/Other/Links views so you can get a full list of all your folders.  From the list of folders on the left side, choose “All documents.”  At this point, you can drag and drop the folders (as shown highlighted in yellow) in the middle section into the order you want.  

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