This article covers how to add a new folder, edit a folder's details, and delete a folder when it's no longer needed. All three actions happen in Manager mode and are limited to Workspace Managers and Product Module Managers.

Folders organize documents inside a cabinet and inherit settings from their parent, including workflow, metadata configuration, and permissions. Day-to-day folder management is performed by Workspace Managers and Product Module Managers from Manager mode in the relevant module. Standard users with edit or view access to a folder cannot create or remove folders themselves, so ask a Workspace Manager to make the change.

In the top-right of the workspace, open the dropdown and select Manage Workspace. The interface switches to Manager mode for the current module.

Navigate to the cabinet or parent folder where the new folder should live. Click the blue + icon to add a new folder.

Give the folder a name and click Create. The new folder appears in the parent location and inherits the parent's workflow and inheritable settings.

From Manager mode, navigate to the folder you want to update.

Click Edit on the folder card. Here you will be able to edit the following:

From Manager mode, navigate to the folder you want to remove.

Click Edit on the folder card, then open the menu in the top right and select Delete.

Kivo prompts you to enter a reason for the deletion (for example, created in error or workspace cleanup). The reason is captured in the folder's audit trail. Confirm to delete.