Folders & Navigation
Create, rename and delete folders, and move around the library with the rail, the file list and the folder path.
Folders are the only structure the library has, so they carry the weight: a file is found by opening the folder it was filed into. Build the structure the way your project already files paperwork — by discipline, by block, by document type.
Overview
On a wide screen the rail on the left holds the whole structure: All Documents at the top, then General — the library root — with your folder tree beneath it. A folder with subfolders has a chevron to expand it. Clicking a folder name selects it, and the panel on the right lists that folder's subfolders (alphabetically) above its files.
Creating a Folder
There are two ways in, and they differ only in where the new folder lands.
Choose where it goes
Click New Folder in the toolbar to create a folder inside whatever you are looking at — at the root if you are on General, or inside the open folder if you have one selected.
Or open a folder's Options (…) menu in the rail and choose New subfolder to create it inside that folder specifically. The parent expands so you can see the new folder.
Name it
Type a Folder name — up to 200 characters — and press Enter or click Create. The name is required; Create stays disabled until you type one.
Names are not checked for duplicates
Two folders in the same place can carry the same name, and nothing warns you. Keep sibling names distinct so the tree stays readable.
The New Folder button only appears when you are in General or in a folder. In All Documents there is nowhere for a new folder to go, so the button is not shown — select General first.
Renaming a Folder
Open the folder's Options (…) menu in the rail and choose Rename. The Rename Folder dialog opens with the current name filled in; change it and click Rename. Nothing inside the folder moves or changes.
Deleting a Folder
Open the folder's Options (…) menu in the rail, choose Delete, and confirm in Delete folder?.
The folder and all of its subfolders are removed. The files are not deleted — every file in that folder and its subfolders moves back to General, the library root, where you can still find them. If you were looking at the folder you deleted, the view drops back to General.
Folder management needs a wide window
New subfolder, Rename and Delete live only on the rail, and the rail is not shown on a narrow screen. On a phone browser you can still create a folder with New Folder and move through the tree, but renaming and deleting a folder needs a wider window.
Finding Your Way Around
- The rail — click a folder name to select it; click the chevron to expand or collapse it without moving. The toggle beside the folder path hides the rail when you want the full width for the list.
- The list — subfolder rows sit above the file rows and are labelled Folder. Click one to go into it.
- The folder path — the trail across the top,
Documents › General › Structural › Drawings. Every step except the last is a button, so it is the quickest way back up. - All Documents — filed documents listed together, without folders. Useful when you know the file exists but not where it went.
There is no search, no filter and no sort. There is also no way to move or rename a file once it is uploaded, so the folder you upload into is the folder it stays in — worth a moment's thought before a big upload.
Reference
| Rule | Value |
|---|---|
| Folder name | Up to 200 characters, required |
| Duplicate sibling names | Allowed, with no warning |
| Nesting | As deep as you need |
| Deleting a folder | Removes the folder and its subfolders; the files inside move to General |
| Rename / delete / new subfolder | From the folder's Options (…) menu in the rail |