Folders help keep all project files, campaigns, and department documents organized. Knowing how to create and share folders ensures smooth collaboration across the team.

Step-by-Step Guide

Step 1: Creating a Folder

1. Navigate to the Shared Drive.
2. Click “New” → “Folder”.
3. Name your folder clearly and consistently:
   1. Format: ClientNameProjectTask
   2. Example: AcmeCorpSocialMediaCampaignAssets
4. Click “Create”.
5. Place the folder in the appropriate department or project directory.

Step 2: Adding Files to Your Folder

• Click on the folder → “Upload” → Select files from your computer.
• Use drag-and-drop for bulk uploads.
• Keep files organized by type (e.g., Images, Documents, Reports).

Step 3: Sharing a Folder

1. Right-click the folder → “Share”.
2. Enter the email addresses of team members who need access.
3. Set permissions:
   1. Viewer: Can view files only.
   2. Commenter: Can add comments but not edit files.
   3. Editor: Can edit, add, and delete files.
4. Optional: Add a note to explain the folder contents or instructions.
5. Click “Send” to share.

Step 4: Best Practices

U> se consistent naming conventions for easy searching.

• Avoid creating duplicate folders; check the drive first.
• Limit sharing to only necessary team members to maintain security.
• Update folder contents regularly to ensure everyone has the latest files.

Step 5: Troubleshooting

• Cannot share folder - Confirm you have Editor permissions on the parent directory
• Team member cannot access folder - Check the email address and permissions, resend invite if needed
• Folder appears empty - Ensure files were uploaded correctly and not placed in a subfolder by mistake