Folder Page Overview: Create/Delete/Modify Folders and subfolders

Folder Page Overview

You can create your own user folders to keep and organize your search results for further analysis. Review, search, and export folders, and add annotations to documents within a folder on the Folders page.

On the left side of the page, you can find the search and filters panel with your saved folders.

On the right side of the page, you can find your saved documents in the selected folder. With the options available here, you can analyze and manage the documents in your folders the same way you can in the results list.

Create/Delete a Document Folder

Create a Document Folder

To create a new folder, follow the steps below:

1. Select the Add folder option on the Folders tab.
2. Enter the new folder name.
3. Click on the check mark to complete the folder creation process.

To create a subfolder, follow the steps below:

1. Select the existing main folder to which you want to add the subfolder, on the Folders tab.
2. Click on the Add subfolder icon next to the folder name.
3. Enter the new subfolder name.
4. Click on the check mark to complete the subfolder creation process.

Alternatively, copy any folder (main or subfolders) to create a new one by selecting an existing folder and clicking on the Copy folder icon above the list of documents.

Remember: Searches executed on the Folder page only search the documents in your existing document folders, and not the full database. To always keep the results up-to-date, rerun your queries from the Recent & saved searches box or your Search history.

Delete a Document Folder

You can delete your document folders on the Folders page.

To delete a document folder, follow the steps below:

1. Select the folder you want to delete.
2. Click on the Delete folder icon above the list of documents.
3. When the popup window appears, click on OK to confirm the deletion of the folder.

Add/Delete Documents

Add Documents to a Folder

You can add documents to your existing or newly created folders on the results list page, after you executed a search query.

1. Select the relevant documents by checking in the box in front of the documents.
2. Click on the Folder actions button.
3. Select or add the target folder you want to save the selected files to and click on MOVE.
   Note: The number of documents you can save in a folder is limited to 50.000.

Delete Documents From a Folder

You can delete files from one folder to another directly from the Folder page.

1. Select the relevant documents by checking in the box in front of them.
2. Click on the Folder actions button.
3. Select Delete from folder to delete the selected documents from the folder.

Copy/Move Documents Between Folders

You can copy or move files from one folder to another directly from the Folder page.

1. Select the relevant documents by checking in the box in front of them.
2. Click on the Folder actions button.
3. Select Copy to folder to copy (have a copy in each folder) or Move to folder to move (relocate your only copy) the selected document(s) to another folder.
4. Select the target folder you want to copy or move the selected files to and click on COPY or MOVE.

Search in Document Folders/Folder Structures

Folder Search from the Folders Page. You can search for and in folders directly from the Folders page. To do this, use the folders and filters panel on the left.

Folders and Filters Panel	Examples
The Folders tab allows your to create folders and search for specific folder names. To search for a folder, click on the folder search icon, type in the folder name you want to find, and select the relevant one from the offered options
The Filters tab panel allows you to filter your documents within a specific folder. In front of the free text box, you can select the preferred filter type from the drop-down menu. If you want to filter your results based on CPC/IPC information, you can click on the Additional information icon next to each offered category to see the respective classification category tree.