Overview
This article walks through creating folders and adding library items to them.
Creating & organizing folders
Go to an item type in your Library, and select the folder icon
You'll be able to name and create your folder from there.
Move items into or out of folders
You'll see the option to move an item into a folder via the individual item:
Or in bulk from the table itself:
Once you select that, choose the folder you'd like to add it to.
Creating a new item inside a folder
When you create a new library item while you're inside a folder, Tern returns you to that folder after you save. Click Save & Close and you'll land back in the folder you started in, not the top-level list. This also works for nested subfolders. You'll return to the exact subfolder you were working in.
This applies to every library type that supports folders: automations, tasks, activities, forms, workflows, emails, and chat prompts.
Note: If you create an item at the top level (not inside a folder), Save & Close returns you to the top-level list.
If you open an item that another advisor shared with you from their folder, Save & Close returns you to your own top-level library list, not their folder.
When searching in your library, keyword search will work on folders and items within folders
Using folders in trip building / email sending
When you drag an activity library into a trip, you'll now be able to access folders with organized content.
Share folders
You'll see an option to share an entire folder from the 'edit' menu:
When sharing a folder, all items within it will be shared
If you want to remove access to an individual item, keep in mind that you'll first need to adjust the folder share permissions, or move it out of that folder to do so:
