Folders: undated designs, documents and videos
Keep a project's undated designs, documents and videos in Folders, sort them into folders and send them to the calendar.
On this page
Folders is a project's place for material that isn't a dated piece yet: design drafts, working documents, reference videos. When something is ready to be planned, you send it to the calendar.
To open it, go into a project and choose the Folders tab. If you don't see it, the project doesn't have that view turned on.
What's in Folders
- Designs: standalone canvases with no piece attached. They open in the design editor.
- Documents: they open in the same editor as a piece's Doc tab.
- Videos: they're created from a file in the project library and open in a full-screen viewer. Ones that come from the desktop app carry the Montage badge.
Dated pieces don't appear here: they belong in the calendar.
Create a design, document or video
There's no "+" button. You create things from the context menu:
- Right-click on an empty space in Folders. On touch screens, press and hold on the empty space.
- Choose New design, New document or New video.
- For a video, pick the file from the project library.
If you're inside a folder, the new item is created in that folder. You need to be an Editor on the project.
Organize with folders
Folders appear as chips at the top.
- Create a folder: right-click on the empty space and choose New folder.
- Open a folder: click its chip. The browser's back button takes you up a level, and you can share the link to the open folder.
- Rename, move or delete a folder: open the chip's menu (right-click, or long-press on touch) and choose Rename, Move or Delete.
- Put items in a folder: drag them onto its chip.
Select several items
| Action | How |
|---|---|
| Open an item | Click |
| Add to or remove from the selection | Ctrl + click (⌘ + click on Mac) |
| Select a range | Shift + click |
| Clear the selection | Esc |
With items selected, a bar appears at the bottom with:
- Move to folder: move them to another folder.
- Delete: remove them.
- Calendar: turn the selected designs into calendar pieces. Pick a day, or No date if you don't know yet when they go out.
What guests see
People who come in through a guest link don't see Folders. Instead they read: "The designs, documents and videos in this project are not available with a guest link." If you need someone outside the team to review a design, turn it into a piece and share the piece. See links for clients.
Frequently asked questions
How do I create something in Folders if there's no button?
Right-click on an empty space (or press and hold on touch) and choose New design, New document, New video or New folder.
Why don't I see my calendar pieces here?
Folders only holds undated material. Planned pieces live in the Calendar and the Board.
How do I move a design from Folders to the calendar?
Select it, click Calendar in the bottom bar and pick a day or No date. A piece is created with that design.
Can my clients see Folders?
No. Guest links don't give access to Folders. Share the specific piece you want them to review.