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Sharing Folders and Managing Folder Settings

This guide explains how to share folders with others and manage their settings.

Written by Lora Petkova

Once a folder is created, you can control who has access to it and manage its settings at any time.

Here you can learn more about How to Create Folders.


Folder General Access Settings

When creating a folder, you can choose its General Access level:

  • Private (only you and invited team members)

  • Shared with Clients (invited team members and clients)

  • Internal (all team members)

This setting can be changed at any time.


Sharing Folders

Once a folder is created, you can share it with clients or team members using the Share button in the top-right corner, or by hovering over it in the sidebar, clicking the three-dot menu (More Options), and selecting Share.

To learn more about sharing resources, see Sharing Resources with Users in Your Workspace.


Managing Folder Settings

You can manage a folder using the Settings (gear) button in the top-right corner.

From there, you can:

  • Manage access and users, which opens the Share modal, from where you can change the folder access level, create a public link for it, manage members by adding or removing them, and invite new clients and team members as well

  • Edit the folder’s name and description

  • Customize the icon by setting:

    • a different color

    • a different icon

    • choosing an emoji

    • uploading an image from your computer, adding it via a URL, or using CTRL+V to paste from the clipboard

  • Move the folder (choose from the displayed results or use the search bar)

  • Download the entire folder

  • Copy the link to the folder

  • Duplicate it

  • Archive or delete it

  • Enable or disable commenting and approvals for files within it

  • Create a template from the folder.
    After creating the template, you can use it by going to the three dots tab in the left-side navigation → Templates.

Most of these options are also available by hovering over the folder in the sidebar and clicking the three dots.

Note

Archiving a folder moves it to Browse → Archive.

Deleting a folder moves it to Browse → Trash.

You can view or restore it from there by opening the three-dot menu when you hover over the folder and selecting View or Restore.

Items in the Trash are permanently deleted after 30 days.


Need additional assistance? Contact support.

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