- Using SafetyCulture
- Documents
- Manage folders
Manage folders
Learn how to manage folders in Documents via the web app.
This feature is currently in Early Access. If you're interested, please contact our customer support team or your customer success manager to check if your organization is eligible.
How are folders used in Documents?
In Documents, folders help keep your files organized and easy to manage. Your files are stored in a hierarchical structure, starting with main folders at the top. These main folders are where all subfolders are created and organized. Think of it like a set of document binders on a shelf, where the main folders are the binders and subfolders are the sections or files inside each binder. To keep files and folders secured, only users with "Documents: Administration" permission can manage main folders and their access.
After creating a main folder and giving users and groups appropriate access, your team can add subfolders and upload files to keep everything organized and easy to find.
Keep in mind that what you see in Documents may look different from what others on your team see. Instead of displaying every folder, Documents only shows the highest-level folders you have access to, so your view depends on the access you’ve been given.
What you'll need
You need "Edit" document access to a folder if you want to add subfolders in it.
Add a folder
Select
Documents from the menu on the left-hand side.Select a folder if you want to create subfolders in it.
Click Add
on the upper-right of the page.Select
Add folder.In the pop-up window, enter the folder name and click Create.
Rename a folder
Select
Documents from the menu on the left-hand side.Select a folder if you're renaming a subfolder.
Click
on the folder's right-hand side.Select
Rename folder.
In the pop-up window, enter the folder name and click Rename.
Folders in Documents are different from the template folders in 
Templates .
Limitations
If you're on the Premium or Enterprise Plans, you can create up to 1,000 folders and 100 subfolders per folder.
If you're on the Free Plan, you can add up to 100 folders.
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