Folders Overview

Rebekah Garner
Rebekah Garner
  • Updated

Administrators and Managers with folder-management permission can combine templates together in Folders. For example, an Administrator can associate a Facebook template, a Twitter template, and a LinkedIn template in a Social Media folder, making it easy for an Administrator to assign the entire folder of templates to a Group. 

Screen_Shot_2018-10-01_at_8.50.14_PM.png Please review the article explaining how Templates, Groups, and Users can be structured for easy template sharing by groups.


Viewing a Folder

To view a Folder:

  1. Click Settings on the Navigation menu.

  2. Click Folders in the Templates Sub-Navigation menu.
            The Folders page displays.


You can view the following information about Folders:

  • Name
  • Created Date
  • Description

The sort feature is available for all columns. You can sort all columns in ascending or descending order.


Creating a Folder

To create a Folder:

  1. On the Folder page, click  to create a new Folder.
         The Edit New Folder menu displays.

  1. Enter the following information for the Folder:
    1. Name
    2. Description (Optional)

  2. Click Save.


Editing A Folder

To edit a Folder:

  1. On the Folder page, click the name of the Folder you want to modify.
      The Edit Folder menu displays.

  1. Edit the parameters to your preference in the Folder Name or Description.

  2. Click Save.

Deleting a Folder

To delete a Folder:

  1. On the Folder page, check the box to the left of the name of the Folder you want to remove.
  2. Click Delete mceclip6.png .
      A confirmation message displays.

  1. Click Confirm.



Viewing Folders on the Datasets Page

When you first log into Claravine, the default page is Datasets.  You can also navigate to this page by clicking the Datasets icon.

The page displays a list of the folders in the left-hand pane, and the list of datasets in the right-hand pane.

Note:  Folders that do not contain any templates will not show in the Folders list.



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