Note: To create or delete folders you need to be an Admin.
Folders are an additional way for you to organize your demo library, making it easier than ever for teammates to find demos that are relevant to their needs. We recommend using folders to group storylines or demos that teammates might need to easily find and use. For example, you could group them by use case (marketing embed, outreach, onboarding, etc.) or product line.
For a second level of organization within the folder, we recommend using tags. For example, tags can be used to mark the status of something (draft, ready to use, etc.)
- Go to the storylines or demos page.
- Click the new folder button
- Save the name of your folder
- You must be an Admin or Editor to add content into a folder.
To add or items to a folder:
- Locate the storyline or demo from the relative page.
- Click the 3 dots in the upper right hand corner and hover over “Move to folder”
Select the folder or add a new one to add the file to.
To remove an item, go to the folder and find the relevant file.
Click the 3 dots and select “Remove from folder”
For a more hands-on walkthrough, we (obviously) have an interactive demo for you!
How do I delete a folder?
Note: Currently, to delete a folder you need to be an Admin.
When you delete a folder, files in the folder will not be archived, they move back to the storylines or demos page. To delete a folder:
Find the folder on the storylines or demos page.
Click the 3 dots to open the submenu and click “Delete folder”
When you delete a folder, files in the folder will not be archived, they move back to the storylines or demos page.
Who can view folders and their contents?
All folders are created at the company level so everyone can see them. .
Can I add a storyline or demo to multiple folders?
Currently, you can only add a storyline or demo to one folder.
What happens if I add a private storyline or demo to a folder?
If you add a private storyline or demo to a folder, others won’t be able to see that storyline or demo.