How to manage techpack folders

Lily
Lily
  • Updated

1. What are folders?

Folders are like "directories" of techpacks to help you keep them organized and share them with your organization members. 

On Techpacker there are two types of folders: 

  • image1.png Personal Folder: This teal green colored folder is added to every user's account by default. I Techpacks in this folder are only visible to the account owner.
  • image2.png Custom Folders: These are custom folders that can be added and named as per your preference like seasons, departments, manufacturer etc. You can share these folders with all or selective members of your organization. 

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 2. How to add and rename folders 

 

To add a folder:

Click on the + Add Folder button located on the top navigation bar on your My Organization page.

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To rename a folder:

Step 1: Click on this  option icon located at the bottom of the folder you wish to rename.

Step 2: From the drop-down menu select folder settings option

Step 3: Update folder name and description here. 

 

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3. How to copy, archive or delete folders

3a. To copy a folder

Step 1: Click the  option located at the bottom of the folder that you wish to clone.

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 Step 2: A settings menu will drop down, take your cursor to the Copy folder option, and select to copy the folder with or without the techpacks.

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A new folder will be generated with the term [COPY] added at the beginning of its original name. The members and the techpack stages of this new folder will remain the same. To remove the members follow step 4 below and for the step-by-step guide to edit the existing techpack stages click here

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3b. To archive a folder

Step 1: Click the  option located at the bottom of the folder you wish to archive.

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Step 2: A settings menu will drop down, select this archive folder option.

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To view your archived folders, click on this  icon located in the top-right corner of the screen and click on the show archived option. 

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3c. To delete a folder

Step 1: Click on this  options icon located at the bottom of the folder you wish to delete.

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Step 2: A settings menu will drop down, select the delete folder option.

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Step 3: If the folders you are deleting have techpacks in them, choose from these three options :

 Return to owners -All the techpacks in the folder will be moved into the personal folder of the member who created that folder.

 Assign to the director - All techpacks will be moved into the personal folder of the organization's admin.

mceclip6.png Delete all techpacks - No one will have access and tech packs will be permanently deleted. 

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4. How to create a sub-folder inside an existing folder

 You can organize your techpacks by using the filter option inside your folder. This serves as a sub-folder inside an existing folder.

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Click on this article to learn more about how to use the filter option.

 


   

5. How to add or remove organization members from folders 

To add a member to your organization:

Step 1: First make sure the people you're trying to add to a folder are already part of your organization. If not, you must add them to your organization first. Here is a guide on how to do that.  

Step 2: Click on the  account-plus.png Add member icon located at the bottom if you wish to add that member to.

Step 3: Pick and select people from your member organization list on the left and click to add them on the right.

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Only the Admin & Supervisors can remove organization members from folders.


To remove someone from the folder, click on the deleteicon.png icon located next to that member you want to remove as shown above.

 

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