Folder Management

folders
Figure 1. Folders overview

All folders with your saved report templates and outputs will be under Browse and My Folders. Folders that are shared with the consortium will be underneath Shared Folders. biblio-templates will commonly be an area to look up other report templates if you haven’t cloned them into your personal folders yet.

Add Folders

  1. To add a new folder, click on the top level link of the folder such as Templates then click on Add top-level template folder in the button on the right.

    add folder
    Figure 2. Add folder
  2. Enter a folder name.

    name folder
    Figure 3. Name folder
  3. The new report will show underneath the Templates top folder.

    new folder
    Figure 4. New folder

You can also add subfolders by clicking on a folder name then Add Subfolder to place it underneath.

add subfolder
Figure 5. Add subfolder

Share Folders

You can click on Share Folder and Unshare Folder as you wish. This will share your folders and report templates or outputs inside with the entire consortium.

share button
Figure 6. Share folder
unshare button
Figure 7. Unshare folder

Rename Folders

To rename a folder, click on the Rename Folder button and make your adjustments as needed. You may need to click into the folder again to see the changes.

rename button
Figure 8. Rename folder

Delete Folders

And, lastly, you can delete folders. You cannot delete a folder if you have items inside. You will need to delete these items before deleting the folder.

delete folder
Figure 9. Delete folder