Folder Management

Renaming Folders

Update folder names to better reflect their contents:

1. Navigate to the folder you want to rename
2. Click the folder menu (three dots) or right-click the folder
3. Select "Rename" from the menu
4. Enter the new folder name
5. Press Enter or click "Save" to confirm

Note: Renaming a folder doesn't affect the recordings or meetings inside it. Only the folder name changes.

Moving Folders

Reorganize your folder structure by moving folders:

1. Navigate to the folder you want to move
2. Click the folder menu (three dots) or right-click the folder
3. Select "Move" from the menu
4. Choose the destination folder from the folder picker
5. Click "Move" to confirm

Moving Rules:

• You cannot move a folder into its own subfolder
• Moving a folder also moves all its subfolders
• Folder permissions may affect where you can move folders

Deleting Folders

Remove folders you no longer need:

1. Navigate to the folder you want to delete
2. Click the folder menu (three dots) or right-click the folder
3. Select "Delete" from the menu
4. Review the confirmation dialog:

• Empty Folder: Can be deleted immediately
• Folder with Content: You'll see how many items will be affected

5. Type the folder name to confirm deletion
6. Click "Delete" to permanently remove the folder

Warning: Deleting a folder also deletes all subfolders and their contents. This action cannot be undone. Make sure you want to delete everything before confirming.

Folder Permissions

Control who can access folders:

1. Navigate to the folder
2. Click the folder menu and select "Permissions" or "Share"
3. View current permissions:

• Owner: Full control over the folder
• Admins: Can manage folder contents
• Team Members: Access based on team permissions

4. Adjust permissions as needed
5. Save changes

Permission Levels:

• View Only: Can view folder contents but cannot modify
• Edit: Can add and remove items from the folder
• Manage: Can rename, move, and delete the folder
• Owner: Full control including permission management

Folder Organization Tips

Best practices for organizing with folders:

• Use Consistent Naming: Establish a naming convention and stick to it
• Time-Based Organization: Organize by year, quarter, or month for chronological access
• Project-Based Organization: Group content by project or client
• Team-Based Organization: Create folders for different teams or departments
• Avoid Over-Nesting: Keep folder depth reasonable (2-3 levels is often sufficient)
• Regular Cleanup: Periodically review and reorganize folders
• Use Descriptive Names: Folder names should clearly indicate their contents

Example Organization Strategies:

By Time:

📁 2024

  📁 January

  📁 February

  📁 March

By Project:

📁 Projects

  📁 Website Redesign

  📁 Mobile App Launch

  📁 Marketing Campaign

By Client:

📁 Clients

  📁 Acme Corporation

  📁 TechStart Inc

  📁 Global Solutions