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Professional Services Client Hub Template
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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
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

 
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.