Efficient management of files and folders is crucial for maintaining an organized and productive workspace. This guide focuses on creating, moving, deleting, and restoring folders, and understanding folder permissions in Notta Business/Enterprise.
Manage folders
Learn the basic steps to create folders, rename them, and organize your transcription data efficiently.
Organize your data using folders
Delete and Restore folders
Learn how to remove unwanted recordings or folders to keep your workspace organized.
Set folder permissions
Learn how folder permissions determine who can move, restore, or delete folders within your workspace.
⭐️Folder Management Techniques⭐️
Creating Hierarchical Folders
- Create folders by year
- Create folders by company name
- Create folders by workflow
- Create folders by internal and external business within the company
Number of folder levels
3-level structure recommended: Organize folders in a hierarchy that allows for efficient searching without excessive clicks. Avoid making the hierarchy too shallow or too deep.
Note：Notta supports up to 8 levels
Naming Folders
- Keep folder names simple: Use clear and concise names that accurately describe the contents of the folder.
- Sorting convenience: Consider adding a number at the beginning of the folder name to facilitate sorting and prioritization.
- Put the date at the beginning of the file name: Include the date in the file name to easily identify when the file was created.