Organizing Instances with Folders

Folders group related instances, for example all the instances for one client or one department. Folders are one level deep: an instance lives in one folder, or in none.

You need the Editor role or above to add, edit, delete or move into folders. Everyone who can see the instances list can open a folder.

Adding a Folder

1. Navigate to Instances from the main menu.
2. Select Add folder.
3. Fill in the form and select Add folder at the foot of the panel.

Field	Required	Description
Folder name	Yes	For example, Client sites.
Tags	No	Pick from the tags set up on the Account page.
Thumbnail	No	A 16:9 image, at least 640 by 360 pixels, PNG or JPG, up to 2 MB. Without one, the folder shows the folder icon.

Opening a Folder

Select the folder on the Instances page, or choose Open folder from its actions menu. The page shows the instances inside, and the path back to the top level at the top of the page.

To create an instance straight into a folder, open the folder and select Create instance.

Moving an Instance Into or Out of a Folder

1. Open the instance's actions menu and select Move to folder.
2. Choose the destination folder. Choose No folder to move the instance back to the top level.
3. Select Move instance.

The move window lists existing folders only. To create a folder, go back to the instances list.

Editing a Folder

1. Open the folder's actions menu and select Edit folder.
2. Change the name, tags or thumbnail.
3. Select Save changes.

Deleting a Folder

1. Open the folder's actions menu and select Delete, or select Delete folder in the edit panel.
2. Confirm.

The instances inside move back to the top level. They are not deleted. Deleting the folder cannot be undone.