Folders

Last updated: July 9, 2025

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

Use Case

Folder Example

CX Ops

Escalations, QA Calls, Surveys

Dev Team

APIs, Deployments, JIRA Flows

Finance

Payroll, Reimbursements, Tax

đź’ˇ Keep folder names concise and aligned to how your team works.