Note: Access to the Folders page is restricted. You must have the Manager or Admin role to access this page.
Navigating to the Folders Page
To access your folder management tools:
Click the Menu button (three horizontal lines) in the top-left corner of the interface.
From the sidebar menu, select Folders.
Understanding the Interface
The Folders page is divided into two main sections to help you keep your workspace tidy:
Active Folders: The main section displays your currently active folders (e.g., Sustainability, Customer Service). Each card shows the folder name and the number of subfolders contained within.
Uncategorized: This is a system-default location for items (Collections, Surveys, Reports) that have not yet been assigned to a specific folder.
Archived Folders: Located at the bottom of the page, this section houses folders that are no longer in active use but are kept for record-keeping. Click the arrow icon on the right to expand or collapse this list.
How to Add a New Folder
Navigate to the Folders page.
Click the blue + Add button located in the top-right corner.
Follow the prompts to name your new folder and save your changes.