Managing Folders

Creating a Folder

For this example, we will create a folder and name it Cleaning which will include all of our cleaning SOPs. It will then appear on the left side.

1

Select one of the options below to open the creation modal:

In Tree View

Click on the + (plus) sign and select Folder.

In Table View

Click Create and select Folder for Entity Type option.

2

Fill in the required fields.

3

Click the Create button to finalise.

Creating Nested Folders

In Tree View

Create nested folder by making sure the parent folder is opened, indicated by the blue downward arrow in front of the name. Then click on the + (plus) sign to create a new folder.

In Table View

Navigate into the parent folder, click the + Create button in the top right toolbar, select Folder under Entity type, and enter a name to create your nested folder.

Delete a Folder

In Tree View

In the Tree View, click the More button (⋮) on the folder node and select Delete. Confirm the deletion in the dialog that appears.

In Table View

Switch to Table View using the view toggle at the top left. Select the Folder by clicking on the checkbox next to its name, then on the top right menu, click on the arrow next to Create and choose Delete.