Folders keep your snippets, templates, and other content organized in one place — and control who on your team can see what. 📁
Folders
Folders are the main way to structure your workspace. They keep snippets, templates, and other content grouped in a way that makes sense for your team — and they control who can see what. A user with no access to a folder won't see it in the sidebar at all.
Note
Only Admins and Managers can create, rename, and delete folders. Members can only see folders they've been given access to.
Create a folder
There are two ways to create a new folder:
From the sidebar:
- Click the folder icon next to the Browse by folder label in the left sidebar.
- Type a name for the folder in the dialog that appears.
- Click
Create.
From the Create new menu:
- Click
+ Create newin the left sidebar. - Select
Folder. - Type a name and click
Create.
The new folder appears in the sidebar immediately, and opens so you can start adding content to it.
Tip
Organize folders by department, team, or content type — for example HR, Legal, or Sales replies. A clear folder structure makes it much easier to manage access as your team grows.
Rename a folder
- Right-click the folder in the left sidebar and select
Rename. You can also open the folder and clickRenamein the top right toolbar. - Type the new name and click
Rename.
Delete a folder
- Right-click the folder in the left sidebar and select
Delete. You can also open the folder and click the⋯button in the top right toolbar, thenDelete. - Confirm the deletion.
Note
Deleting a folder does not delete the snippets and templates inside it. They move to Home, under the Uncategorized group, where all members of the workspace can use them. You can move them into another folder at any time.
Warning
A folder shared with specific users and groups can't be deleted while it still holds snippets or templates — they would become visible to everyone. Move or delete them first, or share the folder with all members.
Move into a folder
To move a snippet or template into a folder:
- Hover over the item in the content list and click the
⋯button. - Select
Move to. - Choose the destination folder from the list — or
Hometo take the item out of its folder.
The same Move to option is in the ⋯ menu of the details pane when the item is open.
Managing folder access
Each folder has its own access list — users and groups assigned to a folder can see and use the content inside it. Snippets and templates inherit their permissions from the folder they're in, so there's no need to set access on individual items.
To update a folder's access list, open the folder and click Manage Access in the top right toolbar, or right-click the folder in the sidebar and select Manage Access. You can add or remove individual users and groups at any time. See Roles and permissions for the details.
