Editing Folders

Prerequisites: Users require at least one of the following:
  • Users require moderator+ permissions for the module to complete this task.
  • Users require contributor+ permissions for the module and must be the item creator to complete this task.

Edit a folder's name, description, sharing permissions, notifications, and restrictions.
To edit a folder:
  1. Log in to Cartella.
  2. Navigate to [name-of-folio] > [name-of-document-module].
  3. Click the Folder tab in the View By area.
  4. Right-click the folder in the module tree and click Edit.

    Edit Document Folder

    The Edit Folder view displays.
  5. Change the folder name in the Name field.
  6. Optional: Enter the folder description in the Description field. Use the HTML editor to add formatting, links, media, and view the HTML source code.
  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 folder 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, select the specific users and groups.


    Displays the folder and its contents only to the 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.
    The checkbox toggles back to cleared after saving.
  9. Select or clear restrictions.
    Read OnlyPrevents everyone except administrators from editing content.
    Users can view the Read-Only folder.
    LockedPrevents users from creating sub-items or comments.
    Users can view the locked folder.
    Auto Approve

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

  10. Click Submit.
    Cartella saves the folder edits.