How to create, edit and delete folders?

Create a folder

1. Click [All Records] in the sidebar.

all records.png

2. When you are on the "All Records" page, you can create a top-level folder by clicking on the  [+ Create New Folder] option on the right side. Enter the desired folder name (required) and the members to collaborate (optional) and click [Create].create folder0.png

  • If you are a Business or Enterprise user, you can also set folder permissions before creating the folder. By default, the permissions are set to allow only the creator to access the folder.

create folder.png

2. To create a subfolder within a specific folder, navigate to the desired folder and click on [+ Create new folder] . Enter the desired name for the subfolder and click [Create] to create the subfolder within the current folder.

sub-folder2.png

 

Edit the folder name

Hover over the folder, click the [Rename] icon, enter the new folder name, and click [Save] to save the changes.

rename the folder.png

 

Delete a folder

1. Select the folder(s) you want to delete.

■ For single folder, click on the [More] icon→[Move to Trash]. move to trash.png

■ For multiple folders, either check the checkboxes next to each folder or use the "Select All" option. Then click on the [Move to Trash].

move to trash in bulk.png

  • For Business or Enterprise users, to delete a folder, you need to have editing permission or be the creator of deleted folders. 

2. Click [Move to Trash] to confirm the deletion. Recordings that stored in the deleted folder will be moved to the Trash.

confirm deletion.png

3. To permanently delete folders or records, go to the [Trash] section, click the [Select All] option to select all the folders, and confirm the deletion by clicking [Delete Permanently] in the pop-up message.

  • For Business or Enterprise users, only the Workspace Owner or admin has permission to delete permanently.

delete permanently.png

 

 

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