We’ve made some exciting improvements to Folder Management within the My Apps module!
Just like you're used to in Windows, the Folders application lets you organize your files in a familiar, intuitive way. Each folder contains files you’ve uploaded and can be created, deleted, or repositioned as needed—helping you keep your workspace structured and efficient.
Our recent updates bring smoother interaction, better performance, and more flexibility when working with your folders.
What’s new in Folders
1. Folders as the hosting application for Files
The Folders app now acts as the main viewer for all files uploaded to a record.
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- Double-clicking or Open option in the menu opens a file in the Files side panel opens it inside the Folders application.
- Files are not stored in the folders you create—instead, all uploaded files are stored in the system table: System > Internal System Data > Object Files.
2. Create and manage folders
- Use the + icon on the top ribbon when in a perent folder to create a new folder, or another type of document.
- Drag-and-Drop folder reorganization - you can reorganize folders with a simple drag and drop:
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- Move a folder to become a subfolder of another
- Promote it to a parent folder, or make it standalone
- If a parent folder is removed (e.g., from the Details side panel), its child folders become top-level folders
3. Support for multiple file formats
You can now create and edit documents directly within the app:
- Create or edit: Word (.docx), Excel (.xlsx), Text (.txt)
- View: PDFs, images, and more
4. Right-Click Actions for files and folders
Selecting a file or folder and right-clicking brings up additional options:
- View details in the Details panel
- Copy, paste, and other context-specific actions
5. Add files and existing system records to folders
Upload new files to a selected folder using the Upload button in the Details panel
NOTE: The is 50MB restriction for the size of the uploaded file.
6. Link records to folders directly from the record view
Just click the folder icon in the top ribbon and choose the target folder
7. Edit Files In-App
Use the Edit button to make changes directly to Word or Excel documents—no need to download and reupload.
Why It Matters
Folders is becoming an essential workspace tool for teams and organizations that rely on structured file storage. With these enhancements, the application is:
- Faster and more intuitive
- More powerful for day-to-day operations
- Easier to manage, with drag-and-drop and context menus
- Integrated, so you can view, edit, and organize without leaving the app
Whether you're managing documents, organizing project files, or maintaining digital records, the new Folders experience helps you stay in control. With these latest innovations, it's more than just a file container—it's a centralized, intelligent, and indispensable tool for your daily workflows.
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