Add & Manage Document Folders

This article will show you how to add, edit, or delete a folder in the Document Center.

Important Note

• The Document Center folder will not be visible to the public until a file has been uploaded into the folder.

Add a Folder

1. Sign in to your site
2. Navigate to Modules and on the Content tab, select Document Center
   
3. Select Add Folder
   
4. Fill in the information
   
   • Name: The name of your folder
   • Department Header: If a Department Header is chosen here, searching from a Page with the corresponding Department Header will only display results from within this folder (and others with the same assigned Department Header).
   • Show Archives: Leave as the default
   • Update Integration Hub: Sends all Document Center item changes to CivicPlus Integration Hub to allow integrations
   • Check to Show Folder on Module Front End: When checked, the folder will be displayed on the module page /DocumentCenter and apply to all subfolders and files. Unchecking this will hide this folder, subfolders, and files and remove their contents from the search.
   • Permissions: Setting permissions at the folder level is suggested
     • View: View the live side only
     • Author: Submit new items, modify/delete unpublished items
     • Publisher: Publish new items, modify/delete unpublished items, modify/delete published items, accept/reject submitted items, create/modify categories and assign category permissions
     • Owner: Publish new items, modify/delete unpublished items, modify/delete published items, accept/reject submitted items, create/modify categories and assign category permissions
5. Select a saving option
   
   • Save: Will save your folder to the document but will not be seen on the live side
   • Save and Publish: Will save the folder to the Document Center and publish it to the live site

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Modify a Folder

1. Sign in to your site
2. Navigate to Modules and on the Content tab, select Document Center
   
3. Select the folder you would like to modify
   
4. Select Modify Folder
   
5. Make the modifications
   
   • Name: The name of your folder
   • Department Header: If a Department Header is chosen here, searching from a Page with the corresponding Department Header will only display results from within this folder (and others with the same assigned Department Header).
   • Show Archives: Leave as the default
   • Update Integration Hub: Sends all Document Center item changes to CivicPlus Integration Hub to allow integrations
   • Check to Show Folder on Module Front End: When checked, the folder will be displayed on the module page /DocumentCenter and apply to all subfolders and files. Unchecking this will hide this folder, subfolders, and files and remove their contents from the search.
   • Permissions: Setting permissions at the folder level is suggested
     • View: View the live side only
     • Author: Submit new items, modify/delete unpublished items
     • Publisher: Publish new items, modify/delete unpublished items, modify/delete published items, accept/reject submitted items, create/modify categories and assign category permissions
     • Owner: Publish new items, modify/delete unpublished items, modify/delete published items, accept/reject submitted items, create/modify categories and assign category permissions
6. Select Save
   

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Delete a Folder

Important Notes

• If a folder has child folders, you must delete them before you delete the parent folder. You can use the steps below to delete a child folder, as well as a parent folder.
• You cannot recover a folder or its contents after you delete it. 

1. Sign in to your site
2. Navigate to Modules and on the Content tab, select Document Center
   
3. Select the folder you would like to delete
   
4. Delete all documents within the folder
5. Delete all child folders (use these instructions to delete these folders)
6. Click Unpublish Folder
   
   Note: Your folder should be marked with [DRAFT] to indicate it has been unpublished.
   
7. Click Delete Folder
   
8. Select OK from the pop-up asking if you would like to delete the folder
   

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