How to manage folders in Documents
Applies to user roles: Account Owner, Manager
Available on platforms: Vatix Workspace web app
How to create a new folder in Documents
- Go to 'Documents' in the left sidebar.
- Click the '+' icon next to the 'Documents' header and select 'New Folder'. Alternatively, hover over an existing folder, click the three-dot menu, and select 'Create Subfolder'.
- In the modal, enter a folder name.
- Select the parent folder.
- Click 'Create'.
The folder appears in the sidebar tree. If you created a subfolder, the parent folder expands to show it.
How to move a Document between folders
- Go to 'Documents' in the left sidebar.
- Hover over the document you want to move and click the three-dot menu.
- Select 'Move to Folder'.
- In the folder picker, select the destination folder.
- Click 'Move'.
The Document will move to the selected folder immediately.
How to delete a folder in Documents
A folder must be empty before it can be deleted. Once it's empty:
- Go to 'Documents' in the left sidebar.
- Hover over the folder you want to delete and click the three-dot menu.
- Select 'Delete'.
Note: If the folder contains Documents, you will see the message to move or delete the Documents first.
If the folder is empty, a confirmation modal appears, where you can confirm to delete the folder.