In order to turn on or make changes to this feature, you must be an Admin or Account Owner in Walnut. Learn more about the Account Owner role.
Overview
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 templates 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.)
Instructions
- Go to the templates 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 template or demo from the relative page.
- Click the 3 dots in the upper right hand corner and hover over “Move to folder”
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Select the folder or add a new one to add the file to.
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To remove an item, go to the folder and find the relevant file.
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Click the 3 dots and select “Remove from folder”
For a more hands-on walkthrough, we (obviously) have an interactive demo for you!
FAQ
How do I delete a folder?
When you delete a folder, files in the folder will not be archived, they move back to the templates or demos page. To delete a folder:
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Find the folder on the templates or demos page.
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Click the 3 dots to open the submenu and click “Delete folder”
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When you delete a folder, files in the folder will not be archived, they move back to the templates 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 template or demo to multiple folders?
Currently, you can only add a template or demo to one folder.
What happens if I add a private template or demo to a folder?
If you add a private template or demo to a folder, others won’t be able to see that template or demo.
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