Documents - Folder Structure - How to Edit a Project Folder Structure

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To edit a folder structure follow these steps:

  1. In the Folder Structures dashboard, Projects tab, locate the item to modify.
  2. Click the folder structure name.
  3. In the displayed side panel, modify the Setting Name*, and/or create new folders, rename, delete, promote, nest and/or reorganize existing folders.

Perform these actions according to steps 4–9 in How to Create a New Folder Structure for Projects.

  1. Then click SAVE. The folder structure was edited successfully message is displayed.

16 STEPS

1. In the Folder Structures dashboard, Projects tab, locate the item to modify and click the folder structure name.

2. In the displayed side panel, modify the Setting Name*.

3. Click +FOLDER to create new folders.

4. Enter the subfolder name and click the check icon or press Enter.

5. To promote / nest / reorganize folders
Locate the folder to be moved and then drag it.

5b. Drop

6. Then drop the folder to the desired location.

6b. Drop

7. Click the Edit icon to modify the folder name.

8. Change the folder's name.

9. And click the check icon or press Enter.

10. To add a nested folder click the plus icon next to the folder where the new subfolder will be created.

11. Enter the subfolder name.

12. An then click the check icon or press Enter.

13. To delete a folder click the Delete icon next to the folder. All nested folders will also be removed.

14. Then click SAVE to confirm the changes.

15. The folder structure was edited successfully message is displayed.

16. That's it. You're done.

https://www.iorad.com/player/2669537/Control-Center---Documents---Folder-Structure---How-to-Edit-a-Project-Folder-Structure?iframeHash=watchsteps-1&lang=en



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