Folders
How folders organize the Knowledge Center, and how to view, create, move, and rename them.
Folders help you organize your Knowledge Center.
Like a computer's file system, folders make it easy to keep related information together so you can find it quickly. Each folder can hold different assets — such as FlexDocs and files — and you can even nest folders inside one another to create more structure. You can organize your content into a hierarchy of folders and sub-folders, up to 10 levels deep.
By creating a simple structure of folders and sub-folders, such as by department, team, or project, you make it much easier for users to quickly scan your content and find what they need.
Viewing folders
In the Knowledge Center, all of your folders appear in the tree menu, making it easy to navigate and find what you need. To view the subfolders within a folder, click the Expand Arrow beside the folder's name in the menu. Click the Menu icon to show and hide the tree menu.
Folders also appear in the Knowledge Center as cards alongside your FlexDocs, files, and other assets.
Click a folder in the tree menu, or its card, to view its contents.
To quickly find a folder, type its name into the Search bar.
Navigating between folders
Navigate between folders using the tree menu or the breadcrumbs on each page. Think of breadcrumbs as a trail of links that show your current location in a folder and its subfolders. To move to a different level, click a folder name in the breadcrumb trail. If you are in a deep subfolder, you may need to click the Ellipses icon to view the complete list of breadcrumbs.
Creating a folder
Go to your Knowledge Center
Open the Knowledge Center from the main menu.
Navigate to the location for the folder
For example, if you want to create a sub-folder within the Sales folder, navigate inside it.
Click +New, then Folder
The New Folder window appears.
Give the folder a name
Choose something clear and descriptive so users know what they can find within it. Permissions are inherited from the parent folder by default.
Click Create
The folder will appear in your Knowledge Center in the tree menu and as a card.
Adding content to a folder
Go to your Knowledge Center
Open the Knowledge Center from the main menu.
Find the folder
Locate the folder in the tree menu or its card in the main view.
Click the folder's name to open it
The folder's contents are displayed in the main view.
Moving a folder
Go to your Knowledge Center
Open the Knowledge Center from the main menu.
Find the folder in the tree menu
Locate the folder you want to move.
Click the folder's name and drag it
Drag the folder to the desired location, such as within another folder.
Drop the folder in its new location
Release the mouse to complete the move.
You can organize your content into a hierarchy of folders and sub-folders, up to 10 levels deep.
Renaming a folder
Go to your Knowledge Center
Open the Knowledge Center from the main menu.
Find the folder in the tree menu
Locate the folder you want to rename.
Double-click on the folder's name
The name becomes editable.
Enter a new name
Type the folder's new name.
Confirm the change
Press Enter on your keyboard or click anywhere on the screen.
