Skip to main content

How do I manage folders?

Learn how to create, edit, delete, organise and share your folders in Dash

Dash allows you to create folders and sub-folders, arrange the order in which these appear in the asset details sidebar and filters, and even create multiple distinct lists of folders. This article tells you more about how to manage your folders in Dash.

Folders overview


You can manage folders directly from the folders view, either in the Filters pane or in the asset details sidebar. Just look for the three dots next to a folder name:

In the filters pane

In the asset details sidebar

This menu allows users to:

  • Create new sub-folders

  • Rename existing folders

  • Move existing folders to other locations in the folder hierarchy

  • Delete folders

You can also manage your folders from within the Admin > Folders page

Creating top-level folders

Admins can create new top-level folders by either:

  • Clicking "+ Create folder" at the bottom of the folder list in the filters pane or the asset details sidebar

    • Give the asset a name, and choose where to create the folder

  • Entering a folder name in the "Add new top level folder" text box in Admin > Folders

Re-ordering the folder list

You can re-order the folders by going to Admin > Folders and dragging any folder to a new location using the "move" icon on the very right-hand side of each folder row:

👉 Note: to see this icon the 'Ordering' needs to be set as 'Custom' - if you have a set order like 'A-Z', the move icons will not be available.

Creating a sub-folder

In the filters or assets panes:

Simply use the menu item "Rename" as per the screenshot above

In Admin > Folders:

Click the "+" symbol to the right of any folder name, type a name, and press Enter. Alternatively, you can turn existing top-level folders into sub-folders by dragging them on top of existing folders.

Sharing a folder

As an admin, you can share a folder in Dash using our portals feature. Portals let you share one or more folders with people who don't have a Dash login.

Who has access to edit and create folders


Admins

Admins can always create, modify and delete all folders in your Dash.

Contributors

Contributor users can create, modify and delete folders that they have contributor access to, as defined by their permission groups.

Contributors can also create new subfolders within folders they have access to.

Contributors can move folders to other folders, so long as they also have contributor access to the destination folder.

Basic

Basic users can never make any changes to folders.

Frequently Asked Questions


Can non-admins create folders?

Yes, any user can create a folder within another folder that they have contributor access to. If a user has contributor access to all folders, they are also able to create top-level folders. See this article for how contributors can create folders.

How can I move a folder into another folder?

There are two ways to do this:

  • From the Browse tab:

    • For the folder that needs moving, click on the three dots ( ) that appear to it's right when you hover on its title.

    • Then select "Move to..."

From your Admin page:

  • Go to Admin > Folders

  • Ensure the sorting is set to "Custom"

  • Use the 'move' icons next to the folder's title to quickly drag them up, down, or inside other folders

When moving a folder, all assets currently assigned (tagged) to this folder will also be moved with it.

Creating additional Folder fields

You can add additional folder fields to your account. This is useful when you would like to categorise and filter your assets in multiple ways.

For example, let's say that alongside your primary folder tree, you want to categorise your assets with an additional set of hierarchical values. E.g. "Office Location", with its own defined tree of country, region, and office. You could do this by creating a new Folder field called "Office Location", and populate it with its own folder tree, such as UK > London > Brick Lane.

Now, when you tag an asset, you can choose both a traditional folder, as well as choose the Office Location. You can use this to filter your assets by both folders at the same time. This allows you to create powerful filtering capabilities to narrow down your assets to just the ones you are interested in.

Did this answer your question?