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Folders allow you to organize your data and show up in the same lists as object names. Folders also make it easy to share related items with a group or specific users. Once you share a folder, the users or group have access to all of the items in the folder. Using folders is almost the same as working with other object types but there are a few slight differences.

Depending on your permissions you can do the following actions with folders:

  • Add
  • Rename
  • Delete
  • Share or Stop Sharing

To add a folder

  1. From the Toolbox, click the object type you want to work with.
  2. Click the Actions menu ( ⋮ ) at the top of the folder column and choose Add Folder.
  3. Enter a name and click Add.

To delete a folder

  1. From the Toolbox, click the object type you want to work with.
  2. Right-click the folder name from the list and click Delete.
  3. Click Delete to confirm.

You will see a warning message if you delete any folder. However, the system will not check for any related items. For example, if there is a worksheet based on data in this folder.

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