Editing Folios

Prerequisites: Users require folio administrator+ permissions in the folio to complete this task.

Note

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:

Log in to Cartella.
Navigate to [name-of-folio] > Edit.
The Edit Folio view displays.
Note
The Entity ID in the lower-right corner displays the folio's entity identification number.
Change the folio name in Name field.
Change the folio description in the Description field. Use the HTML editor to add formatting, links, media, and view the HTML source code.
Drag or upload an image file to the Folio Image field to display as the folio's thumbnail image.
Select categories to associate with the folio.
Note
Administrators can click Create Category to create a new category to associate with the folio.

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 folio 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, a form for selecting users and groups displays.
Private	Displays the folio and its contents only to the folio creator.
Connections	Displays content only to user connections of the creator.

Select or clear the Send Email Notifications Upon Save checkbox. Select users and groups to receive email notifications upon save.
Note
The checkbox toggles back to cleared after saving.

Select or clear restrictions.

Restriction	Description
Read Only	Only administrators can edit folio content. Note Descendants of the folio don't inherit this restriction. Note Users can view the Read Only folio.
Locked	Only administrators can create and edit sub-items and comments. Note Descendants of the folio inherit this restriction. Note Users can view the locked folio.
Auto Approve	Automatically approves all sub-items and comments of users that lack permissions to create approved content. Note Descendants of the folio inherit this restriction.

Restriction

Description

Read Only

Only administrators can edit folio content.

Note

Descendants of the folio don't inherit this restriction.

Note

Users can view the Read Only folio.

Locked

Only administrators can create and edit sub-items and comments.

Note

Descendants of the folio inherit this restriction.

Note

Users can view the locked folio.

Auto Approve

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

Note

Descendants of the folio inherit this restriction.

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