Home → Reports in Evergreen → Folders → Managing Folders
4.3. Managing Folders
Last Updated 11/09/2023
How to Manage a Folder
Once a folder has been created you can change the name, delete it, create a new sub-folder, or change the sharing settings. This example demonstrates changing a folder name:
- Click on the folder that you wish to rename.
- Click Manage Folder.
- Select Change folder name from the dropdown menu and click Go.
- Enter the new name and click Submit.
- Click OK.
- You will get a confirmation box saying Action Succeeded. Click OK.
If you choose one of the other options, you will follow similar steps:
Selecting Delete this folder will delete anything contained in the folder, such as templates, report instances, or output data, so be sure that is what you intend to do.
Select Create a new sub-folder to create a sub-folder that is tiered within the folder you choose. You can create as many sub-folders within sub-folders as you find useful.
Select Share this folder to share a folder that is not currently shared or Hide (unshare) this folder to hide a shared folder or share it with a different organizational unit (e.g. from branch to system).
| Note: If you wish to share a subfolder, the parent folder must be shared at the same level or higher. Based on examples in images, if you share the 'monthly circ count' folder at the system level, the 'Circulation' folder must be shared at the system or consortium level, as well. |