Creating and Managing Folders

by May 26, 2022Basic Setup, Dealing With Documents

Get started with your free account

Nucleus One has a customizable folder structure to meet your needs.

Creating Folders

In order to create new folders in Nucleus One, you must belong to a project.

  1. Go to the Projects page.
  2. Expand the Project in which you want to add folders.
  3. To add your first folder, right click “Documents”.
  4. Click “New folder”.
Creating a Folder
  1. Enter the folder name. Optionally share the folder with other people by selecting them from the drop-down menu, or entering their email address in the “Share with people” field.
  2. Click CREATE.
Folder Settings

Creating Sub-folders

  1. Expand “Documents” and any folders beneath it until you arrive where you want to create the new folder.
  2. Right click on the folder name within which you want to create the new folder.
  3. Click “New folder”.
Creating a Subfolder
  1. Enter the folder name.
  • Optionally share the folder with other people by selecting them from the drop-down menu or by entering their email address in the “Share with people” field.
  • NOTE: subfolders are automatically shared with the same people as their parent folder.
  1. Click CREATE.

Renaming Folders

To rename a folder, you must be the folder’s creator or an Organization Admin, Project manager, or Department manager where the folder exists.

  1. Navigate to the folder you wish to rename.
  2. Right click on the folder name from the list.
  3. Click “Properties & sharing”.
Creating a Subfolder
  1. Change the name in the Name field.
  2. Click UPDATE.

Adding/Removing shared members

  1. Click Properties & sharing in the folder you wish to update following steps 1 – 3 in the Renaming Folders section above.
  2. Click the X to remove shared members. If the shared member is inherited, they cannot be removed from this folder without removing them from the parent folder.
  3. Select people from the drop-down menu, or enter an email address in the “Share with people” field.
  4. Click UPDATE.
Update Folder

Deleting Folders

In order to delete folders in Nucleus One, you must be the folder’s creator or an Organization Admin, Project manager, or Department manager.

  1. Navigate to the folder you wish to delete.
  2. Right click on the folder name from the list.
  3. Click “Delete”.
Deleting a Folder
  1. Click CONFIRM if you are sure you wish to delete the folder, including all of its subfolders and documents.
Delete Confirmation

Search Articles By Category

Get started with your free account

Related Posts

Get Help

search our guides and    how-to's for quick answers to common questions.

Discord

Join our discord server to Chat with us and learn with other users like you.

Webinars & Videos

Join a live video discussion or other video sessions.

Developer SDK

Develop and integrate with Nucleus One and check out our open source projects.

Get Started

Get up and running fast with helpful how-to articles and walkthroughs.

On-Demand Demo

Tour Nucleus One anytime with our on-demand tour.

Blog

Stay up to date with news and information about nucleus one.

Document Management

Securely store and access docs.

Visual Forms Builder

Visually build and share forms.

Project Management

Achieve goals & milestones.

Digital Signatures

Send and sign any document.

Workflow Engine

Automate any processes.

Client Access Portal

Client access at no extra cost.

Approval Processes

Approve from anywhere.

Business Processes

Manage business processes

Real Estate

Accounting

Sales

Compliance

HR

Nonprofit

Marketing

Development

Help

helpful articles and frequently asked questions.

Get Started

Get up and running fast with basic setup guides and how-to's.

Discord

Chat with us and other users in our community now.

On-Demand Demo

See a guided tour of Nucleus One, anytime.

Webinars

Join a live video meeting or review past discussions.

Videos

Learn about Nucleus One with guided walkthroughs.

Develop

See development resources & SDK/API.

Blog

Industry & Product News, updates, and more.