Modify a folder

You can modify a folder by changing the folder name or moving it in the folder hierarchy. When modifying a top-level folder, Project Manager or higher roles can restrict the folder access to one or more user groups.

To modify a folder, complete the following procedure.

1. In the Main Menu, select Review, and then Folders.

2. In the FOLDERS pane, to view the folder hierarchy, click to open a folder. To close a folder, click .
3. Reorganize folders by dragging and dropping them within the folder hierarchy.

   • To move a folder into a folder, hover over the folder name, click , and drag and drop it into the desired folder.

   • To move a folder out of a folder and make it top-level, click , drag it out, and drop it when the icon appears.

   • When you move a folder or subfolder to a new parent (normal or secured), the system removes any explicit permissions on the folder and applies the visibility and access settings of the destination folder.

4. To modify a folder using folder settings, do the following.  
   1. Hover over the folder, click , and then select Settings.
   2. In Folder Setting, do the following.
      1. Make any of the following updates.   
         • Change the folder name.
         • To move a subfolder to a folder level in the hierarchy, uncheck Create as a Subfolder.
         • To move a subfolder from one parent folder to another, select a different parent folder in Create as a Subfolder.
         • To make a folder a subfolder, select Create as a Subfolder () and select the parent folder.
         • When modifying a top-level folder, in Permissions, you can change the folder permissions.

           • To remove restrictions, select No Restrictions.

           • To limit folder access to a user group, select that group.

           • To select more groups if available, click Add Group and select a group from the field that appears.

      2. Click Save.