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How Do I Create and Organize Folders in Document Center

When Would You Use This?

Folders keep Document Center from becoming one long unsorted list of files. Common ways HOA staff organize folders include by document type (Governing Documents, Meeting Minutes, Member Forms) or by purpose (Email Attachments, State Pics, PDF's for reference material pulled from elsewhere). By default, Document Center opens in list (row) view, showing each folder's name, last-modified date, size, and type in columns; a toggle lets you switch to grid (tile) view instead, and whichever view you choose is remembered — even after navigating away and back, or switching to a different organization.

Creating a Folder
  1. In Document Center, go to Browse.
  2. Click Actions.
  3. Choose New folder.
  4. Name the folder and confirm.

New folders default to a permission level — set the level you want right after creating it. See the article on setting folder permissions for the three available levels (Admin only, Member read, Public).

Renaming or Moving a Folder

In list view (the default), click the row's ⋮ menu at the right end of the row (or, in grid/tile view, hover over the tile to reveal the same menu) to access:

  • Rename — change the folder's name without affecting its contents or permission level.
  • Move to… — relocate the folder into a different folder, or back to the root. Use this to reorganize Document Center without re-uploading anything inside it.
Sorting the Folder List

Use Sort (next to Filter folders) to control the order folders appear in:

  • Name — Ascending or Descending
  • Last modified — Ascending or Descending
Good to Know
  • In list view, each folder's row shows its file count and Last Modified date as columns; in grid/tile view, the same information appears on the tile. Either way, this helps confirm at a glance whether a folder has been touched recently.
  • Deleting a folder moves it (and everything inside it) to Trash rather than deleting it immediately — see the article on managing storage usage and Trash for how to permanently remove it.