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Home Knowledge Base Documentation Cartella Using Cartella Module Content Documents Folders Creating Document Folders

Creating Folders

How to Create Folders | Use folders and sub-folders to organize documents.

Prerequisites: Users require contributor+ permissions for the module or module folder to complete this task.

Creating a Document Folder via the Documents table or tree.

Note: Users require site administrator permissions to manage fields or create categories.

To create a folder:
  1. Log in to Cartella.
  2. Navigate to [name-of-folio] > [name-of-document-module].
  3. Choose one of the following steps:
    • Navigate to the desired folder location. Click New Folder.

      Create Document Folder via Browse

    • Right-click the desired folder in the documents tree. Click Create New Folder.

      Create Document Folder via Folder View

    The Create Folder view displays.
  4. Enter a folder name in the Name field.
  5. Optional: Enter the folder description in the Description field. Use the HTML editor to add formatting, links, media, and view the HTML source code.
  6. Select a sharing permission in the Sharing drop-down list. Choose one of the following:
    Sharing Permission Description
    Inherited

    Inherits the sharing level from its parent folio.
    Public

    Allows anyone see the folder and its contents, including viewers who are not logged in to Cartella.
    Logged In Displays the content only to logged-in users.
    Specific Groups and Users

    Displays the content only to selected groups or individual members.

    Note: If you select this sharing level, select the specific users and groups.
    Private

    Displays the folder and its contents only to the creator.

    Connections

    Displays content only to user connections of the creator.

  7. Select or clear the Send Email Notifications Upon Save checkbox. Select users and groups to receive email notifications.
    Note: The checkbox toggles back to cleared after saving.
  8. Select or clear restrictions.
    Restriction Description
    Read Only Prevents everyone except administrators from editing content.
    Note: Users can view the Read-Only folder.
    Locked Prevents users from creating sub-items or comments.
    Note: Users can view the locked folder.
    Auto Approve

    Automatically approves all sub-items and lower-level items of the folder.

  9. Click Submit.
    Note: If the creator has contributor permissions, the item requires approval from a moderator to display in the module. See Inbox and Role Management for details. The following message displays:
    This item is pending approval by a moderator.
    If the creator has senior contributor permissions, the item automatically displays in the module without approval.
    Cartella creates the folder.

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