Creating Folios and Sub-Folios

Prerequisites: Users require site administrator permissions to complete this task.
Users require folio administrator+ permissions to the folio to create sub-folios. Folio administrators cannot create top-level folios. See one of the following for details:

Create folios and sub-folios for users with permissions to access and moderators to manage. You can create folios on the Folio Management or Deleted Folio Management view.
To create a folio:
  1. Log in to Cartella.
  2. Navigate to Settings > Folios.
  3. Choose one of the following steps.
    • Click Create New Folio.

      Create New Top-Tier Folio

    • Right-click the desired location in the Folio Management tree and click Create Sub-Folio.

      Create Sub-Folio

      Choosing this step creates a sub-folio (child) of the right-clicked folder.
    The Create Folio view displays.

    Create Folio View

  4. Enter the folio name in Name field.
  5. Enter the folio description in the Description field. Use the HTML editor to add formatting, links, media, and view the HTML source code.
  6. Drag or upload an image file to the Folio Image field to display as the folio's thumbnail image.
  7. Select categories to associate with the folio.
    Administrators can click Create Category to create a new category to associate with the folio.
  8. 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.

    We recommend using Inherited permissions whenever possible.

    Having many items marked Specific Groups and Users may degrade performance, especially on large sites.

  9. 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.
  10. Select or clear restrictions.
    Read OnlyPrevents everyone except administrators from editing folio content.
    Users can view the read-only folio.
    Locked Prevents users from creating sub-items.
    Users can view the locked folio.
    Auto Approve

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

  11. Click Submit.
    Cartella creates the folio.