Organize your projects in folders

Managing and organizing your projects in Filestage is simple and efficient. By creating folders, you can easily group and categorize projects based on client or department.

To be able to create a more complex structure, you can also create subfolders. This makes it possible to create up to three layers of folders!

How to create a new folder

There are two ways to create a new folder. To do so, please follow these steps:

Click the downward arrow next to the Create project button at the top left corner, then select Create folder.
Name your folder and confirm by clicking on Create folder.
Move the relevant projects into the folder by clicking on the three dots next to the project name in the project view. Then select Move to folder and select the desired folder.

Click on Create Project button located on the top left corner.
Name your project.
Name the folder you’d like to nest the project in.
Create the project.

Rename a folder

If your structure changes or you simply would like to rename the folder for any other reason, you can do so by following these steps:

Hover over the folder name.
Select the three appearing dots.
Click on Edit folder name.
Type in the desired name and confirm with a click on Save

Delete a folder

You can delete an existing folder by following these steps:

Hover over the folder name in the project list.
Click on the three dots that appear.
Select Delete folder
Confirm by clicking on Delete folder
- Note that you need to delete all projects in the folder before being able to delete the folder.

How to create subfolders

To create a subfolder, follow these steps:

Hover over the folder, to which you would like to add a subfolder
Click on the appearing three dots
Click on Create subfolder
Type in the name of your subfolder
Click on Create folder

Save your favorite projects

You now can bookmark your favorite projects to be able to find them quickly and access them right away!
To mark a project as your favorite, simply click on the star next to the project name in the dashboard view:

Now you can find your favorite projects right on the top of the project list, on the left border of the dashboard view!

Invite team members or reviewers to access your projects

Invite team members as project collaborators to a specific project. Once invited, they will be able to access the project and see which folders projects are nested in.
Invite reviewers to reviewer groups where you want them to have access to particular files. Once invited, they will be able to see all the files in the reviewer group.

Unfortunately, it is currently not possible to invite team members or reviewers to view an entire folder.

What's next? Once see how to organize projects in folders, see how to manage your email notifications.

Let us know if you have any questions by reaching out to us on chat or emailing us at support@filestage.io We're always happy to help!

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