Edit or Delete a Folder

After you create a folder, customize who can view its contents, or delete it if you no longer need it.

  1. Click on the “Features” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Documents” tab.
  3. In the “DOCUMENTS” window that opens, click on the name of a folder in the list to select it.
  4. Click on the “Settings” button at the top right to edit the name of the folder or change who can access it.
  5. In the “EDIT FOLDER” window that opens, click in the “Folder Name” box to edit the name.
  6. Activate the “Viewable By Public” checkbox to make the folder and its contents visible to anyone who visits your document repository. Deactivate the checkbox if you want to exclude non-members from access to the folder.
  7. Activate the “Viewable By All Members” checkbox to make the folder and its contents visible to all members. Deactivate the checkbox if you want to limit who can view the folder. When you deactivate the “Viewable By All Members” checkbox, the “Viewable by…” dropdown menu appears.
    • In the “Viewable by…” dropdown menu, click on a checkbox to select or deselect the name of a role. These roles include the names of your organization’s committees. Select as many roles as you want to be able to access this website folder, or deselect any roles that you no longer want to be able to access it. To make the folder visible only to Administrators, select “Admin Only” from the “Viewable by…” dropdown menu.
  8. To delete the folder and any files it contains, click on the “Delete Folder And Contents” button. In the “DELETE FOLDER AND CONTENTS?” window that opens, click on the “Delete” button to confirm your deletion. To exit the “DELETE FOLDER AND CONTENTS?” window without deleting the folder, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  9. To save your changes in the “EDIT FOLDER” window, click on the “Save” button. To exit the “EDIT FOLDER” window without making any changes, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.

For instructions on how to create a folder, see the “Create a Folder” section of these instructions.