Folders give the document store a nestable tree so files are easy to find and inherit a sensible default classification.
Before you start
- Choose the company you are working in — folders are scoped to the organisation.
- Decide where the folder sits: at the root, or under an existing parent folder.
- Decide the default classification new documents in the folder should inherit, if any.
Steps
- Open the Documents workspace and choose to create a folder.
- Enter a Name (required, up to 160 characters).
- Optionally add a Description (up to 1,000 characters).
- Optionally choose a Parent folder — leave it empty for a root folder.
- Optionally set a Default classification (public, internal, confidential or restricted) that new documents can inherit.
- Save the folder.
[screenshot: New folder dialog with name, parent and default classification]
To change a folder later, edit any of its fields — Name, Description, Parent folder or Default classification. Every field is optional on an update, so you can change just one. Re-parenting a folder re-homes its entire sub-tree in one operation; the system refuses to move a folder into itself or into one of its own descendants, keeping the tree consistent.
[screenshot: Edit folder dialog changing the parent to re-home a sub-tree]
A folder that still contains sub-folders cannot be deleted until they are cleared. If you delete a folder that holds documents, those documents fall back to the root rather than being lost.
Result
Your documents are organised in a consistent, nestable tree. New documents filed into a folder can inherit its default classification, and the folder’s depth and path stay correct even after a move.