Quick Tip: Creating and Managing Document Folders

The Documents module in Euna Grants gives your organization a central place to store and manage files. Use folders to organize documents in a structure that fits your organization's workflow. There is no limit on the number of folders you can create.

This article includes the following sections:

• Creating a Folder
• Editing a Folder
• Deleting a Folder

Creating a Folder

You can create folders within any section of the Documents module to organize files by grant, project, team, or any structure that works for your organization.

To create a new folder:

1. Select Documents from the left navigation menu. 
   The Documents section list displays.
2. Select the section where you want to create the new folder.
   
   The section page opens and displays the uploaded documents and folders.
3. Click the Add a Folder button in the options toolbar.
    
   The Create Document Folder popup displays.
4. Enter a name for the folder in the Name field.
5. Click the Create button. 
   The new folder displays in the current section.

Editing a Folder

If you need to rename a folder or move it to a different location, you can do so from the folder list.

Note: System created folders cannot be edited or deleted.

To edit a folder:

1. Click the Edit button next to the folder name.
   
   The Edit Folder form displays.
2. Update the Folder Name or select a new location from the Move To dropdown menu.
   
3. Click the Save button. 
   The folder updates with the new name or location.

Deleting a Folder

Deleting a folder permanently removes it and its contents from the Documents module. 

To delete a folder:

1. Click the Delete button next to the folder name. 
   
   A confirmation prompt displays.
2. Type DELETE in the text box to confirm then click the Delete button.
   
   The folder is removed from the directory.