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Create and Edit Document Folders
Create document folders and set their visibility so that users have the correct access level.
Required Editions
| Available in: Salesforce Classic |
| Available in: All Editions except Database.com |
| User Permissions Needed | |
|---|---|
| To create, edit, or delete public document folders: | Manage Public Documents |
This topic describes how to create document folders and set their visibility in Salesforce Classic. For information on creating library folders in Lightning Experience, see Create Folders in Libraries in Lightning Experience.
- Click Create New Folder from the Documents tab.
- Enter a Folder Label. The label is used to refer to the folder on user interface pages.
- Choose a Public Folder Access option. Select Read/Write if you want users to be able to change the folder contents. A Read Only folder can be visible to users but they can't change its contents.
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Choose a folder visibility option:
- This folder is accessible by all users gives folder access to all users in your organization.
- This folder is hidden from all users makes the folder private.
- This folder is accessible only by the following users allows
you to grant access to a desired set of users. The sets of users vary by edition and
whether your organization has territory management. Choose a set of users from the
Search dropdown list. Then select the desired value from the
Available for Sharing list and click Add
to move the value to the Shared To list.
When you share a folder with a group, managers of the group members have no access to the folder unless those managers are also members of the group.
- Click Save.
You can add new documents to the folder or move documents to existing folders by editing the document’s properties.
Note Document folders can only contain documents. To store
an attachment in a document folder, save the attachment to your computer and upload it to
the document library.
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