Managing Folders

This tutorial will show you how to Manage Folders.

You can create, rename, delete, and move folders.

 

Create a New Folder

Step 1: From the email section click on the Folder Icon above the default folders.

 

Step 2: Select New Folder

 

Step 3: In this example, we will create a custom folder named Clients inside the Root Folder.

The root folder contains all your Custom Folders, it is never advised to create folders inside (or under) the Inbox folder as this will result in slow loading on mail clients.

Parent Folder: Select - Root Folder -

Name: type the folder name

Click Save

 

The Clients folder now appears as a top level folder in the Custom Folders section, top level folders are sorted in alphabetical order.

 

Step 4: You can create subfolders inside (under) your top level folders.

We will now create a subfolder named ABC Billing inside the Clients folder. 

Right-click the top level folder, select New Folder

 

Type the folder name

Click Save

 

The subfolder now appears inside (under) the top level folder in the Custom Folders section.

 

Rename a Folder

Step 1: Right-click on the folder you want to rename, then select Edit Folder.

Only custom folders can be renamed.

 

Step 2: Type a new name, then click Save

 

You will now see the renamed folder.

 

Delete a Folder

Step 1: Right-click on the folder you want to delete, then click Delete Folder

Only custom folders can be deleted.

 

Step 2: A Confirmation Required pop-up will appear, click Delete

This will permanently delete the folder and all its contents.

 

Move a Folder

Step 1: Right-click on the folder you want to move, then click Move Folder

In this example, we are moving the ABC Billing Inc subfolder into the root folder to make it a top level folder.

 

Step 2: Select the folder from the Move To dropdown menu.

Click Move

If you are moving a folder with lots of messages, it may take a few minutes to move, please do not refresh the page.

 

ABC Billing Inc is now a top level folder.

 

Step 3: Next, we are going to move a subfolder from a top level folder to another top level folder.

In this example, we are going to move the Bob's Billing subfolder from the Clients top level folder to the New Clients top level folder.

Right-click the folder you want to move and select Move Folder.

 

Step 4: Select the folder from the Move To dropdown menu.

Click Move

 

Bob's Billing folder is now inside (under) the New Clients folder