Content folders

In Content library, you can leverage folders to organize your content. You can create folders to separate content by team, prospect or customer, or even document type.

• Team folders can be used to store and arrange public content that your team has access to. When files located in team folders are added to a Space, they’ll be visible to everyone in the team who has access to that Space. Team folders can be found under the Team Folders section of the Content library page.

• Personal Folders are perfect for storing any private or sensitive documents. This section is private to each user and won’t be visible or accessible to other users on the account.
  • When content stored in a personal folder is added to a Space, team members will see only the file name with a lock icon, indicating restricted access.

Create a folder

You can easily create a new folder or subfolder on Content library:

To create a new folder:

1. Click Content library in the left side bar.
2. Click Team folders or Personal folders.
3. Click Create folder.
4. Name your folder.
5. Click Add folder.
6. Click Confirm.

You can now upload content into the new folder or drag and drop existing content into the folder.

The Content library shows the combined count of recent visits to each file in your folder, reflecting both company and external visitor activity.

To create a folder within a Space:

1. Click on the Space you would like to create a folder in.
2. Click the folder icon (add folder) in the upper-right corner.
3. Name your folder.
4. Click Create or Import from CSV.

You can see how many items are in a folder and the types of files within a Space.

Manage folders

On the Content page, you can perform additional actions to manage your content folders. When you hover over a folder and click “…” (more options), you can:

• Share: Create a Space link containing all documents in the folder.
• Add folder: Create a new folder or subfolder.
• Rename: Rename a folder.
• Request files:Use the form to request files from an account.
• Delete: Delete a folder. When you do so, a confirmation message will appear before the folder is deleted.

Important: Deleting folders is not recommended because the action is irreversible and deleted content can't be retrieved.
 

You can also move content by dragging and dropping it into a different folder. Here are a few things to keep in mind when moving content to different folders:

• Moving content from team folder to team folder typically has no effect on the content or its visibility.
• Moving content from a personal folder to a team folder immediately shares the content with your team and allows other users to see it.
• Moving content from a team folder to a personal folder immediately removes any teammates’ links and prevents other users from accessing the content. A confirmation message will appear before the content is moved.
  
  

Download the index of a space

A data room index contains a content tree that includes a breakdown of all folders and files in a space. Admins, collaborators, and external visitors can download the index of a Space in a CSV file, which includes metadata for each item it contains. Learn more about downloading the index of a Space.

• To facilitate collaboration, use team folders for documents that require review from multiple team members.
• For documents that are confidential or in draft form, use personal folders to maintain control over who can access them.
• Check the content in both your personal and team folders regularly to ensure that the right files are accessible to the users that really need access to them.
• You can drag and drop files from a team folder to a personal folder, and vice-versa. Learn more about content folders.
  • Note: Privacy and access settings will change if you move files from a team folder to a personal folder and vice-versa.
    
    

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