The folders are a great way to organize your data. The folder panel is available in various Index pages of the application. You can create multiple folders and drag-and-drop the data into them.
📋Note: Currently, we support both legacy and new folder panels. The new folder panel is currently available in the index pages of the following: Email Campaigns, Segments, and Content. For information on the legacy folder panel, see Folder Management - Legacy.
Accessing Folders
Along the right side of the Navigation, you’ll notice a small folder icon. Click the icon and the folder panel for that page expands.
Managing Folders
You can use the + New Folder button to create new folders. Use the hover-over action menu (three dots) in the folder panel to rename and delete folders, and assign privileges to other users. When you leave the page, the folder panel retracts back to the left side. If you want to keep the Folder panel open when loading the Index page, turn on the Always Open toggle button.
Setting Folder Privacy or Assigning Privileges
To edit the privacy settings of a folder, that is assigning privileges to other users, select the folder and click the Privacy icon. To assign a user as one of the owners of the folder, select the user in OWNERS tab. To assign a user as one of the editors of the folder, select the user in EDITORS tab. You can remove the privileges by deselecting the user in the relevant tab. After you are done making the changes, remember to click Save.
