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Help: The Filing Cabinet


Managing Folders

When linked resources are added to a filing cabinet, they are added to a specified folder. The General Resources folder is the default folder that appears in every registered user's filing cabinet. This folder is considered the Root Folder or top level folder in the filing cabinet. Each filing cabinet must have at least one Root Folder. Additional root level folders can be created and contain multiple sub-level folders within them.

When creating an additional Root Folder, users may decide to share the contents of the folder with other Compadre Portal users. Folders may be shared at anytime, however, sub-folders will be shared or private based on the status of their Root Folder.

To Create a New Root Folder

  1. Visit your Filing Cabinet.
  2. Scroll to the bottom of the page and click on the Create a new root folder link.
  3. Type in a name for your new folder. You have the option to add a description.
  4. Select Yes or No regarding whether the resources in this folder may be shared with other Compadre Portal and ComPADRE users.
  5. Click Create Folder.
Creating a top level folder

To Create a New Sub-Level Folder

Besides creating root folders in the filing cabinet, new Sub-Level Folders may be created. These sub-level folders are contained within the top level or root folders and help with organization of a filing cabinet.

Creating a sub level folder

To create a new sub-level folder:

  1. Visit your Filing Cabinet.
  2. Scroll down to the Manage My Folders section at the bottom of the page.
  3. Select Create a folder below in the dropdown.
    Creating a sub level folder
  4. Choose the folder that will contain the new sub-folder.
    Creating a sub level folder
  5. Click the » button.
  6. On the following page, title your folder using the Sub Folder Name textbox.
  7. Click the Create Sub Folder button.

Other actions with the Filing Cabinet folders

There are many other options that can be carried out with the folders in the filing cabinet other than just storing bookmarked referenced items. These other options are carried out through the Actions Menu.

When viewing your filing cabinet, the Actions Menu is at the bottom of the page.

Folder actions image 2

Below is a list of actions, what they mean, and how to carry them out.

Actions Explanation See
Open Opens the selected folder revealing any bookmarked items inside. Viewing a Folder
Share Shares a folder and its contents with Compadre Portal and ComPADRE registered users.
* Only top-level root folders can be shared.
Sharing a Folder
Stop Sharing Stops sharing a selected folder. Stop Sharing a Folder
Rename Renames a folder. Renaming a Folder
Move Moves a selected folder into another folder. Moving a Folder
Delete Deletes a selected folder.
* Only empty folders may be deleted.
Deleting a Folder
Create a folder below Creates a new folder. Creating a New Folder

When viewing your filing cabinet, the actions and its sub-menu for folders are at the bottom of the page.

Sharing a Folder

Share permissions are specified on top-level folders, and apply to any sub-levels of that root folder. Shared folders may be made private at any time.

To share a folder:

  1. Visit your Filing Cabinet.
  2. Scroll to the bottom of the page and select Share from the drop-down menu on the left.
  3. Select the Root Folder to share from the Actions Sub-Menu.
  4. Click the » button.

Stop Sharing a Folder

  1. Visit your Filing Cabinet.
  2. Scroll to the bottom of the page and select Stop Sharing from the drop-down menu on the left.
  3. Select the Root Folder to stop sharing from the Actions Sub-Menu.
  4. Click the » button.

Renaming a Folder

Renaming a folder will not affect bookmarks currently stored in a folder.

  1. Visit your Filing Cabinet.
  2. Scroll to the bottom of the page and select Rename from the drop-down menu on the left.
  3. Click the » button.
  4. Type in a new folder name.
  5. Click the Rename Folder button.

Moving a Folder

  1. Visit your Filing Cabinet.
  2. Scroll to the bottom of the page and select Move from the drop-down menu on the left.
  3. Select the folder that you want to move from the Actions Sub-Menu.
  4. Click the » button.
  5. Click the menu to select the where the folder will move to.
  6. Click the Move Folder button.

Deleting a Folder

When deleting a folder from the filing cabinet that contains bookmarks, all bookmarks will be deleted. Move any bookmarks you do not want to be deleted to a different folder before attempting to delete a folder.

  1. Visit your Filing Cabinet.
  2. Select Delete from the actions menu.
  3. Select the folder to be deleted from the Actions Sub-Menu.
  4. Click the » button.
  5. Click the Delete Folder button.

* To view the contents of the folder you are about to delete, click the folder name.
** To move the bookmark(s) contained within a folder, click the move hyperlink. For further information, see the "Moving a bookmark" section.