Professional Services Client Hub Template

Share

Explore

Getting Started in Coda

Creating a Folder
Creating a Folder

Follow the steps in this guide to set up folders for your Coda docs in your workspace

Step 1: Creating a New Folder

Click “New Folder” from the main workspace screen at

https://coda.io⁠

⁠

Screen Shot 2021-05-18 at 1.31.09 PM.png

⁠

⁠

Step 2: Creating a Folder

2. Select the option to create a private or shared folder

Folder Definitions

Shared Folder: Shared folders and all contents are able to be accessed by anyone in the workspace

Private Folder: Private folders and all contents are only able to be accessed by those with whom the folder is shared. Want to control access to a single doc? Check out "Sharing Content in Coda"

⁠

Screen Shot 2021-04-20 at 10.24.10 AM.png

⁠

⁠

Step 3: Naming Your Folder

3. Name your folder, and click “Create”

⁠

Screen Shot 2021-05-18 at 1.31.24 PM.png

⁠

⁠

Step 4: Folder Settings

4. To review folder settings, select “Private Folder Settings”

⁠

Screen Shot 2021-05-18 at 1.35.15 PM.png

⁠

⁠

Step 5: Updating Folder Settings

5. From the settings screen, update the folder name, description, icon, or set the folder to share with the entire workspace by toggling the “Private” setting off.

⁠

Screen Shot 2021-05-18 at 1.34.24 PM.png

⁠

⁠

Share

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.