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Managing Folders with Documents and Media

For those organizations without Social Collaboration, you can access your Documents and Media folder by logging into your Website with the appropriate privileges and click the "Manage" link in the dockbar and select "Site Content" and then click on Documents and Media.

DockBar_SiteContent.png


Editing Folders


To edit an existing folder you will log into your VolunteerMatters Components site with the appropriate access and following instructions at the top of this solution, navigate to the Documents and Media section of the Site Content area. Then you can edit folders in following way:

On the folder list, click the "Action" icon (The_Hendrick_Foundation-DocumentsandMedia_AddFolder_ActionICON.png) next to the folder you wish to edit and then select "Edit" when the actions list expands:

SiteContent_Folder_Edit.png


Once you are ‘editing' the folder you can modify it's Parent Folder, Name, and Description and then click "Save".

Moving Folders

To move a folder you will log into your VolunteerMatters Components site with the appropriate access and following instructions at the top of this solution, navigate to the Documents and Media section of the Site Content area. Then you can move folders in one of two ways:

1 – On the folder list, click the "Action" icon (The Hendrick Foundation-DocumentsandMedia_AddFolder_ActionICON.png) next to the folder you wish to add the subfolder to and then select "Move" when the actions list expands:

SiteContent_Folder_Move.png

2 – When the folder you wish to move is visible in the window you can then check the box to the left of its name and this will produce the "Actions" button, then you will click on the "Actions" button (The_Hendrick_Foundation-DocumentsandMedia_Buttons_Small_Actions.png) at the top of the portlet and click "Move"

SiteContent_Folder_Move2.png

Then click the "Select" button under "Parent Folder":

SiteContent_Folder_Move3.png

This will open a new window which will allow you to navigate through your site folder structure and choose the folder's location (parent folder).

Deleting Folders*

*NOTE: IF YOU DELETE A FOLDER YOU WILL DELETE ALL OF ITS SUBFOLDERS AND FILES

Please move any subfolders or files prior to deleting a folder if you wish to keep them!

To delete an existing folder you will log into your VolunteerMatters Components site with the appropriate access and following instructions at the top of this solution, navigate to the Documents and Media section of the Site Content area.  Then you can delete folders in one of two ways:

1 – On the folder list, click the "Action" icon (The Hendrick Foundation-DocumentsandMedia_AddFolder_ActionICON.png) next to the folder you wish to delete and then select "Delete" when the actions list expands:

SiteContent_Folder_Delete.png

2 – When the folder you wish to delete is visible in the window you can then check the box to the left of its name and this will produce the "Actions" button, then you will click on the "Actions" button (The Hendrick Foundation-DocumentsandMedia_Buttons_Small_Actions.png) at the top of the portlet and click "Delete":

SiteContent_Folder_Delete2.png

Change Permissions on a Folder

To change permissions on an existing folder you will log into your VolunteerMatters Components site with the appropriate access and following instructions at the top of this solution, navigate to the Documents and Media section of the Site Content area. Then you can change the permissions on folders in the following way:

On the folder list, click the “Action" icon (The Hendrick Foundation-DocumentsandMedia_AddFolder_ActionICON.png) next to the folder you wish to change permissions on and then select “Permissions" when the actions list expands:

SiteContent_Folder_Permissions.png

After you have clicked the “Permissions" button you will be presented with a grid of permission choices/options of the file that you can update:

SiteContent_Folder_Permissions2.png

To make a public folder, Member only, you will need to uncheck "View" from the Guest role and click "Save". To make a Member only folder, public, you will need to check "View" for the Guest role and click "Save".

You can also make selections as to who has the ability to update the folder, etc. For the most part you will only mark whether or not who can VIEW the folder. The rest of the settings will depend on the user's built-in permissions.

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