Folder Basics

This topic describes the basis of working with folders: add, select, rename, delete.

Adding Folders

Create a new folder from the Folders task button > New Folder or New Top Level Folder. The New Folder option creates a folder under the current selection. So if you already have a folder selected, you’ll add a sub-folder. The New Top Level folder adds a folder at the top level of the drawer.

When you add a folder, you can apply a Folder Template at the same time. Select the Apply Folder Template option and select a template from the list. The template will be applied to the new folder (see Folder Templates for more information).

NOTE: A folder name cannot be longer than 255 characters and it cannot contain any of the following characters: / : * ? " ¦ =. You should also avoid using non-keyboard characters, like characters with accents.

Selecting a Folder

To select or open a folder, just click it once with your mouse. The File list to the right will update to show all of the files that are in the folder.

Some folders will have a "+" symbol next to them. This means that there are other folders inside of that folder. When you double-click on a folder with a "+" symbol or click once on the "+" symbol itself, the folder list will expand to show the sub-folders.

There is no limit to the number of folders you can place in a folder, or in other words, how deeply you can nest folders. But a simple structure is always recommended.

Tip:

To expand or collapse all of the folders in a drawer, go to the Folders task button > Expand All Folders or Collapse All Folders. You can also expand all sub-folders with a double-click. To activate this feature, see File Management Settings.

Renaming Folders

To rename a folder, select it and then use the Folders task button > Rename Folder (or use the F2 key on your keyboard).

NOTE: A folder name cannot be longer than 255 characters, and it cannot contain any of these characters: / : * ? " ¦ =. You should also avoid using non-keyboard characters, like characters with accents.

Deleting Folders

Warning

Deleting a folder will delete the folder and every sub-folder and file it contains! The data will be deleted from your drive and will no longer be available to any Windows program. If the file cabinet is on your local machine (the cabinet icon next to the cabinet tabs is gray), all of the deleted data will be sent to the Windows Recycle Bin. If, however, the file cabinet is a network cabinet that resides on another computer (the cabinet icon is orange), deleting a folder is permanent and irreversible!

To delete a folder, select it and use the Folders task button > Delete Folder (or use the Del key on your keyboard).

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