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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Add a Subfolder

  • Updated:

This article will show you how to add a subfolder.

 

Important Notes

  • The subfolder will not publicly show until a document has been uploaded to it.
  • A Document Center folder can hold up to 800 documents. If you have more than that it is recommended to split them into several folders or archive older documents.

 

Who can use this feature?

System Administrator | Owner

 

Instructions

 

  1. Sign in to your website
  2. Navigate to the Modules menu and on the Content tab, select Document Center
    Modules menu, Document Center.
  3. Click the Document Center tab
    Document Center tab.
  4. Select the folder you would like to add the subfolder to
    Select folder.
  5. Click the Add Folder button
    Add Folder button.
  6. Fill in the subfolder's information fields
    Add folder fields.
    • Name: The name of your folder
    • Department Header: If a Department Header is chosen, searching from a page with the corresponding Department Header will only display results from within this folder
    • Show Archives: Leave as the default
    • Update Integration Hub: Sends all Document Center item changes to CivicPlus Integration Hub to allow integrations
    • 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 (V): May view the live side only
      • Author (A): Submit new items, modify/delete unpublished items
      • Publisher (P): Publish new items, modify unpublished items, modify published items, accept/reject submitted items, create/modify categories
      • Owner (O): Automatically has rights to all of the above
  7. Choose a saving option
    Save and publish folder.
    • Save: Will save your folder to the document but will not be seen on the live side (only available if the folder already exists)
    • Save and Publish: Will save the folder to the Document Center and publish it to the live website
    • Save and Submit: Will save your folder and submit it to a publisher for review and publication (only available to Authors)
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