Create and Manage Folders

Folders are essential for organizing your projects. Whether you're setting up a flexible workspace or a compliance-governed environment, creating a folder is the first step.

This guide covers:

• Choosing the folder type

• Creating a new folder

• Structuring and organizing contents

Types of Folder

1. Regular Folder: Regular Folder is ideal for day-to-day work like research or prototyping. It allows flexibility with up to 4 levels of subfolders and supports up to 300 subfolders at each level. Projects and folders can be moved and renamed freely.
2. Regulated Folder: Regulated Folder is used for sensitive projects requiring strict compliance. It supports up to 2 levels of subfolders, a maximum of 5 subfolders at each level, and only 4 projects per subfolder. Content in these folders cannot be moved or renamed once created.

Steps to create a folder

1. Click on the "My Projects" menu from the left panel.

2. Click on the "New" icon and select "Folder" to create a new folder.

   

3. Fill in the required fields:

   • Folder Type: Select the folder type "Regular Folder" for flexibility and customization or "Regulated Folder" for compliance, governance, and restricted structures.
   • Name: Give a meaningful title for the folder name.
   • Description: Fill the description by describing the purpose or contents.

   

4. Click on "Submit". Once submitted, the folder will be created in the respective hierarchy.

   

Steps to rename a folder

1. Click the "My Projects" menu from the left panel.
2. Click the edit(🖉) icon next to the folder name.
3. Type in the new name and confirm by clicking the checkmark.
4. The folder name will be updated instantly.

Steps to move a folder

1. Tap the three dots (⋮) next to the file name.
2. Select "Move folder".
3. Navigate to the destination folder where you want to move the folder.
4. Click the "Move" button to confirm.