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Basic folder actions

Updated

This article explains how to manage folders in Read AI: creating new folders, editing folder details, and deleting folders you no longer need. To add reports to a folder, see Add or remove reports from folders.

Creating a new folder

You can create a folder from any of these places:

  1. Folders page: Click New Folder, then choose Personal Folder or Shared Folder.
    Screenshot 2025-12-23 at 6.25.59 PM.png

  2. Reports page: Open the drop-down in the Folders column and create a new folder from there.

  3. Side navigation: Click + next to Folders in the left menu to create a folder from anywhere in the app.

  4. Folder settings: Go to Account Settings > Folders and click Add New Folder.

Folder options

When you create a folder, the Create New Folder window opens. On the Details tab, enter:

  • Folder Type (required): Choose Personal Folder (only you can see and modify the folder) or Shared Folder (you and invited members can view and collaborate on reports). Personal is the default.
  • Folder Name & Icon (required): Enter a unique name for the folder. You can also choose an icon and color. If you don’t, defaults are used.
  • Description (optional): Add a description of what the folder is for.
  • Report Access (shared folders only): Choose Viewer (folder members can view the reports) or Editor (folder members can edit the reports). See Shared folders.

You can also use these tabs:

  • Members (shared folders only): Add people, teams, or your workspace.
  • Rules (optional): Add rules that automatically file future meetings into the folder based on the meeting title or attendees. See Configuring rules for folders.

Click Create Folder. A confirmation message appears and closes on its own after a few seconds.

Screenshot 2025-12-23 at 6.33.50 PM.png

Editing a folder

You can update a folder’s details at any time:

  • Folder Type
  • Name (not available for Smart Folders)
  • Icon
  • Color
  • Folder Description (not available for Smart Folders)
  • Rules

For shared folders, only the folder owner can change the Folder Type.

Smart Folders are created automatically by Read and sort your reports by topic.

To edit a folder:

  1. Folders page: Click the three-dot menu next to the folder, then Edit Folder.
  2. Folder page: Open the folder, click the three-dot menu, then Edit Folder.

On the Folders page, the three-dot menu also has Manage Members (shared folders) and Manage Rules, which open those tabs directly.

Deleting a folder

Deleting a folder doesn’t delete the reports in it. They stay available everywhere else in Read.

  • Personal and shared folders: Deleting is permanent. You’ll be asked to confirm before the folder is removed.
  • Shared folders: Only the folder owner can delete a shared folder. Deleting it removes the folder for everyone it’s shared with.
  • Smart Folders: You can’t delete Smart Folders, but you can hide them. You’ll be asked to confirm. You can unhide it at any time from Account Settings > Folders.

To delete a folder:

  1. Folders page: Click the three-dot menu next to the folder, then Delete Folder.
  2. Folder page: Open the folder, click the three-dot menu, then Delete Folder.
  3. Folder settings: In Account Settings > Folders, click the x next to a folder under Custom Folders to delete it, or the eye icon next to a Smart Folder to hide it.

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