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Manage folders

Last update: Fri Sep 13 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can manage folders in Workspace in two ways. From within the folder, or from one or more selected folders in the project list. Manage folders include renaming, moving or deleting folders.

Rename folders

You can only rename folders that you create, unless you are an administrator. An administrator can rename any folder.

To rename folders in Workspace:

  • Select a folder that you want to rename in the Project list.

    1. Select Rename from the actions available from the context menu More of the selected folder, or the blue action bar.
    2. In the Rename: folder name dialog, enter a new name and select Save.

  • Within the folder that you want to rename.

    1. Select Rename folder from More in the Title area.

    2. In the Rename: folder name dialog enter a new name and select Save.

Move folders

You can only move folders that you create, unless you are an administrator. And administrator can move any folder.

To move folders in Workspace:

  • Select a folder that you want to move in the Project list.

    1. Select Move to from the actions available from the context menu More of the selected folder, or the blue action bar.

    2. In the Select Folder dialog, select a folder from the Folder dropdown menu to move the folder to.

    3. Select Move.

  • Within the folder that you want to move.

    1. Select Move folder from More in the Title area.

    2. In the Select Folder dialog, select a folder from the Folder dropdown menu to move the folder to.

    3. Select Move.

Delete folders

You can only delete folders that you create, unless you are an administrator. An administrator can delete any folder.

When you delete a folder, the following guidelines apply:

  • Deleting a folder does not delete the contents of the folder. The contents of a deleted folder (projects or sub-folders) are moved to the parent folder in the hierarchy.
  • Administrators can delete a folder within the Company folder that another administrators have created. Administrators need to coordinate with other administrators to keep folder and project access consistent.

To delete folders in Workspace,

  • Select one or more folders that you want to delete in the Project list.

    1. Select Delete from the actions available from the context menu More of the selected folder, or the blue action bar.

    2. In the Are you sure? dialog, select OK to delete the folders.

  • Within the folder that you want to delete.

    1. Select Delete folder from More in the Title area.

    2. In the Delete name folder? dialog, select OK.

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