Folders help you organize your assets in the Knowledge Center. By creating a simple structure of folders and sub-folders, you make it much easier for users to quickly scan your content and find what they need.
✨To learn how to view and navigate between folders, see Viewing Folders.
Creating a folder
To create a folder:
Go to your Knowledge Center.
Navigate to the location where you want to add the folder. For example, if you want to create a sub-folder within the Sales folder, navigate inside it.
Click +New, then Folder.
Give the folder a name. Choose something clear and descriptive so users know what they can find within it.
Click Create.
The folder will appear in your Knowledge Center in the tree menu and as a card.
Adding content to a folder
To add content to a folder:
Go to your Knowledge Center.
Find the folder in the tree menu or its card in the main view.
Click the folder's name to open it.
Click +New to create a new folder, FlexDoc, or file.
Moving a folder
To move a folder to a new location, such as within another folder:
Go to your Knowledge Center.
Find the folder in the tree menu.
Click the folder's name, and drag it to the desired location.
Drop the folder in its new location.
You can organize your content into a hierarchy of folders and sub-folders, up to 10 levels deep.
Renaming a folder
To edit the name of a folder:
Go to your Knowledge Center.
Find the folder in the tree menu.
Double-click on the folder's name.
Enter a new name.
Press
ENTERon your keyboard or click anywhere on the screen.