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Create New Folder

Payal Arya
  • Updated

    • Don't recognize this UI? Have a look at the legacy UI. You can also access the Exclaimer Cloud knowledge Base.

    Description

    Folders are used to organize signatures. As simple as this sounds - it provides a great benefit when you want to restrict specific signatures to be used by specific users or groups. For example, in a large organization with a range of businesses, you may want to ensure that the teams don't edit or view the signatures of the other businesses. For this purpose, you create folders and apply rules.

    NOTE: You can view all signatures and folders you have permission to edit. If you don't have the appropriate permissions, you will see a banner, at the top, with a message that the signatures and folders for which you don't have the permissions to modify are hidden. Please contact your Exclaimer Cloud Administrator to gain access. For more information on permissions, please see the Difference between Editors and Admin? 

    If you have the appropriate permissions and you don't have any folders setup, then all your signatures are displayed under the All Signatures tab in the sequence order of how they will be processed along with details of any signature rules applied.

    Example: The following screenshot shows all signatures in the All Signatures tab:

    NOTE: You can add a maximum of 100 objects at the root level, that is, in the All Signatures tab. An 'object' is a signature or a folder. Within each folder, you can have up to 100 signatures.

    To manage the signature content with great flexibility, you can add and, if required, restrict user access to specific folders. For example, you can create folders for different brands, products, regions, offices, departments, roles, editors and so on, depending upon your organization's demands.  

    The process of creating and managing folders is very simple, but you need to be aware of the following key points:
    • As an Exclaimer Cloud Administrator, you can set View and Edit user permissions to access the folders. 

    • You can restrict folder access to a single user or to multiple users - if no users are defined for a folder then it can be accessed by everyone.

    • You can, if required, change the sequence of how the folders and the signatures within them are processed. 

    • You can only create one subfolder within a root folder. 

    How to access it?

    To access the Create Folder option: 

    1. From the left-hand pane, click Signatures then from the right-hand pane select the All Signatures tab. 

    2. Click CREATE FOLDER.

    Creating a new folder

    To create a new folder:

    1. Click CREATE FOLDER. 
       
    2. The Signatures > New Folder pane is displayed.


    3. To enter a folder name, click anywhere on the New Folder text then, as required, enter the name of the folder and press [Enter].    
      Example:


      NOTE: The folder name cannot be empty.

    4. To add a description of the new folder, click anywhere on the Add Description text, then as required, enter the description for the folder and press [Enter].
      Example:


    5. Click SAVE CHANGES to save the changes made; else click CANCEL CHANGES to cancel all the changes made to this folder.

      The above screenshot displays that there are no signatures within this folder.

      But, if you open a folder (which already has signatures) from within the All Signatures tab then you will see a list of all signatures that exist within the selected folder.
    Next Steps: Once you have successfully created a new folder, you can: