Folders - Moving, Adding, Editing, and Deleting Folders

“A place for everything and everything in its place” is a centuries old phrase that still works. When it comes to proposals, knowing where your content is makes it faster and easier to close your next deal. Folders allow you to keep organized so everything in your library has somewhere to go. Here’s how to get the best out of this tool.

Adding Folders

To add a folder to any section of your content library, click the “new folder” button found on the left side of the folders menu: 

The new folder will appear to the right of the button:

Name your folder and click the checkmark button and your folder is made!

Renaming Folders

Made a typo? You can rename a folder by clicking the three-dot menu button found at the right of the folder: 

Deleting folders

To delete a folder, click on the three-dot menu that appears to the right of the folder, then select “delete”:

IMPORTANT NOTE: This will delete the folder and everything in it, so make sure that there’s nothing that you need still in there. Was this warning too late? Click here to learn how to recover a deleted section

Moving Folders

To move a folder, and all contents inside, first select the folder by clicking the checkbox. From there, click and drag the folder inside (or outside) of the folder you would like it added to.

IMPORTANT NOTE: If you’re moving this to a folder with permissions set to "waterfall on", the permissions in the folder you’re moving will automatically change to this waterfall setting. Make sure the accesses are matching what you need before you move these in.


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