Workspace Manager user permissions are required to delete folders.
Workspace Manager users can delete one or more folders at any level.
Folders cannot be deleted if the folders or associated sub-folders contain documents. The documents must be deleted or moved before the folder(s) can be deleted.
Delete a (single) Folder
Step 1. Log in to Kivo as a User with Workspace Manager permissions.
Step 2. Navigate to the location where the folder is to be created.
Step 3. Switch to Workspace Manager Mode.
Step 4. Select the relevant Module > Cabinet > Folder, and then select the Ellipsis icon > Click Edit.
Step 5. Click the three lines (hamburger) on the right corner and select "Delete Folder."
Step 6. A pop-up window appears requesting confirmation and requesting a reason for deletion. The reasons listed can be configured per workspace. Select the reason from the drop-down menu.
Step 7. Click "Delete Folder."
Step 8. Notification appears that the folder has been deleted.
Deleting Multiple Folders
Step 1. As a Workspace Manager, select the relevant Module > Cabinet and then select the multiple folders by either holding ctrl or shift and selecting the required folders. Once 2 or more folders have been selected, a Bulk Actions menu will appear.
Step 2. Under the Action drop-down menu, select the Delete option. Once selected, the selected folders will appear on the Bulk Actions list can be deselected if needed.
Step 3. Select the "Delete Folders" icon. Folders are deleted.