Documents: Manage document folders

Use the Documents section in Charms to store all files that are Charms related. You can create a folder structure that helps you organize and quickly locate your files. After your folder structure is created, you can upload and manage documents. For information on managing documents, see Manage documents.

NOTE: If you are using the documents feature in Charms 2, the folder formatting differs in the parent/student/member portal. For example, the subfolders do not appear as nested within Folders on the Student/Parent/Member Portal. 

What do you want to do?

• Create a folder
• Move a folder
• Set folder order
• Rename a folder
• Delete a folder

Create a folder

The folder name cannot be longer than 35 characters.

1. On the Main Sections menu, click Home, and then click Documents.
2. In the left pane, right-click the folder and select Create Folder.
3. Type a name for the folder and hit enter.
4. You can create as many folders as you can want but you can only nest folders in the folder tree four deep

Move a folder

You can use drag and drop functionality to move folders within the Documents section.

1. On the Main Sections menu, click Home, and then click Documents.
2. In the left pane, click the folder you want to move and drag it to the new spot.

Set folder order

You can organize your folder structure by folder name or by the date the folders were created.

1. On the Main Sections menu, click Home, and then click Documents.
2. In the left pane, right-click the folder and select Set Order.
3. Select the preferred option.

Rename a folder

The folder name cannot be longer than 32 characters.

1. On the Main Sections menu, click Home, and then click Documents.
2. In the left pane, right-click the folder and select Rename.
3. Type the folder name and hit enter.

Delete a folder

Deleting a folder deletes all the content in the folder as well as the folder itself.

• On the Main Sections menu, click Home, and then click Documents.
• In the left pane, right-click the folder and select Delete.
• Confirm your decision by clicking OK.