Folders

If you prefer, you can watch the video walkthrough instead. If not, follow along below.

Organise Inside a Vault

Folders help you sort files inside a vault.

What is a Folder?

A Folder is a simple way to:

• Group related SOPs and Process Maps

• Create structure within a vault

• Reflect teams, workflows, or systems

Folders inherit vault-level access—no need to configure separately.

Create or Edit a Folder

To create a folder:

1. Open a vault

2. Click + New > Folder

3. Add a name and optional description

To update:

• Click the folder's settings

• Edit the name or description

• Delete if empty

Tips for Folder Structure

💡 Keep folder names concise and aligned to how your team works.