Creating a new folder

Overview:

Create a new folder for organizing, filtering and sharing your content.

Getting started: If you're not already in a folder, first click on the Insights tab at the top right of the application.


Create a new folder:

  1. Click on the New folder button in the upper right hand corner.
    new-folder-button.png
  2. In the pop-up screen, do the following:
    a) Enter a folder name.

    b) If you are creating a new folder inside an existing folder, you'll see the Placement option. Select Inside current folder to make this new folder a subfolder. Otherwise select Top level folder.

    c) Click the Create button.
    new-folder-popup.png
    Tip: If your new folder name matches an existing folder name, you will see a warning message. If you need to create multiple folders with the same name, you can ignore this message.

    Tip: Sharing folders can only be done with top level folders. If you are creating a new subfolder, anyone with access to the current folder will also see this folder.

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