Add, rename or delete folders

This article provides instructions on how to add, rename and delete folders.

Skip to:
Overview
Add a main folder
Add a sub-folder
Rename a folder
Delete a folder

Overview:

Before adding folders see the section: how to structure your folders. It's best to have a structure decided up front before starting to add folders!

Add a main folder:

To add a main folder, follow these simple steps:

1. Navigate to the Repository Dashboard
2. From the left-hand folder navigation section click on the ‘+’ icon.
3. A menu will appear with some options.
4. Click ‘Add Main Folder’.
5. A modal will open.
6. Enter name of your main folder in the field called ‘Main Folder name’.
7. You can add up to x5 main folders simultaneously, to add another click ‘+ Add another’ and enter a name for each main folder you add.
8. Click ‘Finish’ to complete the action.
9. The modal will disappear and your main folder(s) will appear in the folder navigation panel.

In the video below you will see the steps described above.

Add a sub-folder:

To add a sub-folder, follow these simple steps:

1. Navigate to the Repository Dashboard
2. From the left-hand folder navigation section, click on the ‘+’ icon.
3. A menu will appear with some options.
4. Click ‘Add Sub-Folder’.
5. A modal will open with some options.
6. From the dropdown option called ‘Main Folder’ select the parent main folder you want your sub-folder to belong to.
7. Then enter the name of your sub-folder in the field called ‘Sub-Folder name.
8. You can add up to x5 sub-folders simultaneously, to add another click ‘+ Add another’ and enter a name for each sub-folder you add.
9. Click ‘Finish’ to complete the action.
10. The modal will disappear and your sub-folder(s) will appear in the folder navigation panel.

In the video below you will see the steps described above.

Rename a folder:

To rename a main folder or sub folder, follow these simple steps:

1. Navigate to the Repository Dashboard
2. Hover over the main folder or sub-folder menu item you want to rename.
3. Click the ellipses icon that appears to the right.
4. A menu will appear with some options.
5. Click ‘Edit main folder’ or ‘Edit sub folder’ depending on which type of folder you have clicked on.
6. A modal will appear.
7. Enter your new name into the field.
8. Click ‘Save’ to complete the action.

In the video below you will see the steps described above.

Delete a folder:

In order to delete a main folder or sub folder, you must first make sure there are no contracts contained within it. If there are you can either move or delete them first.

To delete a main folder or sub-folder, follow these simple steps:

1. Navigate to the Repository Dashboard
2. Hover over the main folder or sub-folder menu item you want to delete.
3. Click the ellipses icon that appears to the right.
4. A menu will appear with some options.
5. Click ‘Delete main folder’ or ‘Delete sub folder’ depending on which type of folder you have clicked on.
6. A confirmation modal will appear.
7. Click ‘Delete’ to complete the action.
8. The modal will disappear and your folder will be deleted from the folder navigation panel

In the video below you will see the steps described above.