Create & edit folders
Create folders
Folders are used to clearly structure documents and subfolders. Content can be bundled thematically and found more easily, which makes everyday project work more efficient. A folder is created directly in the structure using the "Create" button. For this to be possible, write permission is required on the higher-level folder. At the top level, this right is reserved exclusively for Project administrators.
Filing, structuring, subdivision, document management, project structure
Editing folders
Folders can be customized to keep the structure up to date and meaningful. Which changes are possible depends on the user's view rights. You can find more information on this in the article: Visibilities & authorizations of folders & documents. Various actions can be executed via the options of a folder. For example, Tasks & topics can be created directly, which are automatically linked to the folder. The Link to the folder can be copied and pasted into the description of tasks & topics or comments for quick access. In addition, the Status of a folder can be changed by archiving it or making it inactive when it is no longer actively needed.
Folders can also be renamed, moved, copied or deleted. Moving is used when content is required at a different location in the structure. This again requires write permission on the higher-level folder, whereby only project administrators are authorized at the top level. Copying is suitable if content is needed several times in different structures. Only the subfolders and documents that are visible to the user are copied. Folders that are no longer needed can be deleted. All contained subfolders and files are also removed when deleting. Deleted content ends up in Recycle bin and can be restored from there if required.
Customization, administration, organization, folder structure, file management
Updated on: 11/09/2025