Organize and publish your Entries by utilizing Folders. Folders are any assembly of Entries that you wish to group together. Create a Folder for your Entries that are musical instruments, or a Folder for your Entries that are on exhibit. Choose which Entries you'd like to publish to the web by placing them in Folders.

Some common uses for Folders include:

• Publishing to the Web.
• Thematically organizing Entries.
• Grouping Entries to assign a project to a specific staff member or volunteer.
• Exhibition/Loan Management.
• Grouping a set of Entries for research.

Entries can exist in multiple Folders, can be moved between Folders, and removed from Folders. Folders can also be deleted without deleting the Entries within them. Users with Owner, Admin, and Read/Write permissions can create and edit Folders.

Creating and Editing Folders

• Click on the Main Menu in the upper-left corner of the thumbnail view.
• Select "New..." and click "Folder".
• Enter a name for your new Folder.
• Add an optional description for your Folder. If you are publishing to the Web, this description will appear on the website.
• “Leaderboard Visible” is turned on by default. The Leaderboard keeps a count and a sum of the value of the Entries in your Folder in the lower left corner of your thumbnail view. You can turn “On” or “Off” either of these two Leaderboard variables by checking or unchecking the box beside the variable name, or you can hide the Leaderboard entirely by clicking on the toggle switch next to the “Leaderboard Visible” label.
• When you are finished, click “Create” in the upper-right corner.

Adding Entries to a Folder

• Select an Entry that you'd like to add to the Folder.
• Click on the Edit pencil in the upper right corner to enter Edit mode.
• Click on the Folders icon in the upper right.
• Select the Folder(s) you'd like your Entry to appear in.
• Click “Save” in the upper right corner.

Blog Resource - Using Folders in CatalogIt for a Seamless Workflow

Creating and Editing Folder Groups

A Folder Group is a group of Folders. Folder Groups enable you to organize Folders that you'd like to associate together. Let's say you are planning an exhibition on music: you'd like to have a section about jazz, a section about blues, and a section about Motown. You can start by creating Folders for each section and adding Entries to their corresponding Folder. Then, you can group those separate Folders within a music exhibition Folder Group! This way, you are keeping your exhibition sections separate while associating them together.

Users with Owner, Admin, and Read/Write permissions can create and edit Folder Groups. At this time, Folder Groups cannot be placed within other Folder Groups. Folders within Folder Groups can be published to the web, but Folder Groups themselves cannot be published. If you would like everything in a Folder Group to be published, you will need to publish each Folder separately.

Creating a New Folder Group

• Click on the Main Menu in the upper-left corner of the thumbnail view.
• Select "New..." and click "Folder Group".
• Enter a name for your new Folder Group.
• Click "Create" in the upper-right corner.
• Your Folder Group will now appear in the Main Menu.

Adding a Folder to a Folder Group

• Click on the Folder you would like to add to a Folder Group.
• Click on the three dots in the upper-right corner and select "Edit Folder".
• Select the drop-down menu under Folder Group and select the chosen Folder Group. You cannot create a new Folder Group in this section.
• Click "Save" in the upper-right corner.
• Your Folder will now appear nested underneath your Folder Group.

Removing a Folder from a Folder Group

• Click on the Folder you would like to remove from the Folder Group.
• Click on the three dots in the upper-right corner and select "Edit Folder".
• Select the drop-down menu under Folder Group and select None. You can also choose to move it to another Folder Group, but you cannot create a new Folder Group in this section.
• Click "Save" in the upper-right corner.