Editing Folios

Prerequisites: Users require folio administrator+ permissions in the folio to complete this task.
Users who have both folio and site administrator permissions, see Editing Folios for details to edit any Cartella site folio.

Edit the existing folio via the folio's home page.
To edit a folio:
  1. Log in to Cartella.
  2. Navigate to [name-of-folio] > Edit.

    The Edit Folio view displays.
    The Entity ID in the lower-right corner displays the folio's entity identification number.
  3. Change the folio name in Name field.
  4. Change the folio description in the Description field. Use the HTML editor to add formatting, links, media, and view the HTML source code.
  5. Drag or upload an image file to the Folio Image field to display as the folio's thumbnail image.
  6. Select categories to associate with the folio.
    Administrators can click Create Category to create a new category to associate with the folio.
  7. Select a sharing permission in the Sharing drop-down list. Choose one of the following:
    Sharing PermissionDescription

    Inherits the sharing level from its parent folio.


    Allows anyone see the folio and its contents, including viewers who are not logged in to Cartella.

    Logged InDisplays the content only to logged-in users.
    Specific Groups and Users

    Displays the content only to selected groups or individual members.

    If you select this sharing level, a form for selecting users and groups displays.


    Displays the folio and its contents only to the folio creator.


    Displays content only to user connections of the creator.

  8. Select or clear the Send Email Notifications Upon Save checkbox. Select users and groups to receive email notifications upon save.
    The checkbox toggles back to cleared after saving.
  9. Select or clear restrictions.
    Read OnlyOnly administrators can edit folio content.
    Descendants of the folio don't inherit this restriction.
    Users can view the Read Only folio.
    LockedOnly administrators can create and edit sub-items and comments.
    Descendants of the folio inherit this restriction.
    Users can view the locked folio.
    Auto Approve

    Automatically approves all sub-items and comments of users that lack permissions to create approved content.

    Descendants of the folio inherit this restriction.

  10. Click Submit.
    Cartella saves the folio edits.