About this workflow
Use these guides to create folder structures, organize properties, and manage sharing and permissions.
Help guides
Folders
Organize properties into folders, subfolders, and categories, then share them with your team.
Getting started
2 guides
Create a folder
Name a new folder and choose who can see it — keep it private or share it with people in your network as you create it.
2 min readFolder views & tabs
Find the Folders page and learn the four views — All folders, My Folder, Starred, and Shared with Me — plus the category tabs that sit beside them.
2 min readOrganizing
4 guides
Add properties to a folder
Search for a property and add it to a folder, then confirm to keep your collections up to date.
2 min readDrag-and-drop & reordering
Drag folders to move them into other folders, with spring-loaded auto-expand, and reorder rows up or down.
2 min readRename, star & delete
Rename a folder inline, star it to add it to your favorites, and delete folders you no longer need.
2 min readSubfolders & nesting
Nest folders inside folders to build a hierarchy, and choose whether subfolders inherit the parent's members.
2 min read