This article guides you through the essential actions for managing folders in Read AI: creating new folders, deleting folders you no longer need, and editing folder details to keep your organization up to date.

Creating a New Folder

Where to Create a New Folder

Users can create a folder from the Folders page, the Reports page, the main side navigation and the Folders Settings page.

1. From the Folders page: Click the "New Folder" button on the Folders page to create a folder.

2. From the Reports page: Use the folder management options in the folders column dropdown to create a new folder directly from your report list.

3. Side Navigation: Click the "+" option in the main side navigation to quickly create a new folder from anywhere in the app.

4. From the Folders Settings page: Go to "Account Settings" > "Folders" and click "Add New Folder" to create and manage folders from your settings.

New Folder Options

When you create a new folder, a window will appear allowing you to enter the following details:

• Enter the following details:
  • Folder Type (required): 
  • Name (required): Enter a unique name for your folder.
  • Icon (optional): Choose an icon for your folder. If none is selected, a default icon will be used.
  • Color (optional): Pick a color for your folder. If not selected, a default color will be assigned automatically.
  • Folder Description (optional): Add a description to help identify the folder’s purpose.
  • Complete the required fields and any optional details, then save to create your new folder.
• Click "Create" to create the folder. If the folder is created successfully, a confirmation message will be shown, it will dismiss by itself after a few seconds.

Deleting a Folder

Deleting a folder only removes the folder organization—your reports are not deleted and remain accessible elsewhere.

Deleting a personal custom and shared folders is a permanent action, and you will be prompted with a confirmation dialog before the folder is removed. For personal Smart Folders, deleting simply hides the folder from view. You will see a confirmation dialog, and can unhide the folder at any time from the Settings page.

You can delete a folder from the folder list page, the individual folder page, or the folders settings page.

1. From the Folders page: Click the "more options menu", then "Delete Folder".

2. From the individual folder page: Click the "three dot menu" then "Delete Folder".

3. From the Folder Settings page: You can delete custom folders by selecting the "x", and you can hide Smart Folders by selecting the "eye" icon. 

Editing a Folder

You can update your folder’s information and appearance as your needs change. When editing, you can modify the following details:

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

You can edit a folder from both the folder list page and the individual folder page.

1. From the Folders page: Click the "three dot menu", then "Edit Folder".

2. From the individual folder page: Click the "three dot menu" then "Edit Folder".