Actions

Summary: This page explains the actions available on Folder Record Pages. These actions focus on managing folder structure, ownership, sharing, and availability.

Folder Record Pages support actions that affect the folder’s structure, ownership, and availability, as well as those of its contents.

These actions are more structural in nature than file actions and should be used with care.

Actions

Edit

Allows you to edit folder details such as the name or description.

Change Owner

Assigns ownership of the folder to another user.

Sharing

Controls who has access to the folder.

Folder sharing can influence access to files stored within the folder, depending on your organization’s configuration.

Delete

Deletes the folder.

Deleting a folder may also affect the subfolders and files it contains, depending on how your organization is configured.

Important to know about folder actions

• Folder actions affect structure, not just individual documents
• Permissions determine which actions are available
• Changes may impact multiple users or records

What’s next?

Now that you understand how folders can be viewed and managed using Folder Record Pages, the next section explains how folders can also be created and structured automatically using Automated Folder Creation.