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Building a folder structure

The Folder Wizard allows administrators and content administrators to pick between best practice templates and create a new folder structure within an empty area of use in just a few clicks.

The templates can be modified once chosen, or you may choose to create your own folder structure in a simple and intuitive way.

Step-by-Step: Creating Your Folder Structure

1. Open the Folder Wizard

Start in a new, empty area of your portal. Select Create folder structure to set up multiple folders at the same time or use one of our templates. 

create folder structure highlighted

2. Pick a Template

Choose the template that matches your needs-or select “from scratch” for full customization.

select folder template menu

3. Edit Your Structure

  • Move folders
  • Add new folders
  • Rename them
  • Delete folders you don’t need

preview of folders of a template

To view instructions within the folder wizard, you can click on View instructions under Need help?

instructions indicators

4. Click Continue

Finalize and apply your new structure to the portal.

you are almost done prompt

5. Start Uploading

Your folder structure is now ready- you can upload documents immediately.

all done prompt

folder structure listed in a folder
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