Creating and Using Folders

Folders and projects are listed at the top of the Documents and Publications section view in a horizontal grid.

This section is collapsible. Click the arrow to the left of the Folders and Projects heading to collapse/expand the section. Hold the bottom of the Folders and Projects section and drag up or down to adjust the height.

To the right are two folder view options:

• Folder grid view ( ) - Displays the folder section as a thumbnail grid view (default):

  

• Folder list view ( ) - Displays the folder area as a list view:

  

Click a folder or project to select it. The right panel displays the selected folder's details and options for managing the selected folder:

• Details panel () - Displays more details about the folder or project.

  

• Share details ( )- Displays the share permissions of the selected folder or project.

  

• Properties panel () - Displays the editable and non-editable list of properties for the folder or project. If a property is non-editable, it is grayed out. You can edit all other properties directly from this panel.

  

Click a folder or project name (or double-click anywhere in its gray box) to open its contents. This can be additional folders, documents, and publications.

If there are no additional folders inside the folder or project clicked, the Folders and Projects grid collapses. Click the breadcrumb link above the Folders and Projects to jump back to a previous location in the Folders and Projects hierarchy:

Access the folders context menu in one of the following ways:

1. Right-clicking on the folder on the documents page:

   

2. Right-click on the folder breadcrumb:

   

Access the following context menu options:

• Open - Opens the folder in the Documents page.

• Open in a new browser tab - Opens the folder in the documents page in a new browser tab.

• Rename - Places cursor focus in the Folder's name field so you can rename the folder. You can also click the breadcrumb folder name to access the name field and replace the folder name. See Renaming folders for more information.

• Details - Opens the folder's Details panel on the right side of the Documents page. See Document page layout for more information.

• Share - Opens the folder's Share settings dialog where you can update the folder's share settings. See Share documents for more information.

• Unshare with me - Opens the Unshare with me dialog where you can remove yourself from access to the folder. See Share documents for more information.

• Move to - Opens the Move documents, publications, and folders dialog where you can move the folder to a new location. See Moving documents and publications among folders for more information.

• Transfer ownership - Opens the Transfer ownership dialog where you can transfer ownership of the folder to an Individual, Company, or Enterprise. See Transfer ownership for more information.

• Send to trash - Opens the Send to trash dialog where you can send the folder to trash. See Document page layout for more information.

• Set library - Sets the folder to either the Company-wide or individual frame or sheet metal forms library.

1. To delete a folder from the Documents page, either:

   1. Select the folder and click on the Delete icon:

      

   2. Right-click on the folder entry and select Send to trash from the context menu:

      

   3. Drag and drop the folder onto in the filter panel:

      

2. The Send to trash dialog opens. Click the Send to trash button to move the folder into the trash. The contents of the folder are also moved to Trash:

While in a folder (after opening the folder by clicking on the underlined name), click Create, then to create another folder. Check the breadcrumbs to the right of the Create button to verify that you are inside of a folder. Nested folders inherit the Share permissions applied to the top-level folder.

In the above illustration, Released projects is the parent folder and Electrical is the sub-folder.

You can drag and drop a folder into another folder, provided you have permissions on both folders.

You can move documents and publications into and out of folders both from the Documents page, and also from within a document or publication, through the Document menu.

After a document or publication is created inside a folder, you can move it to another folder, or out of a folder altogether:

1. Right-click the document, publication, or folder to move (or ctrl+click to select multiple entities, and then right-click the selection), and click Move to on the context menu. This opens the Move to dialog box:

   

   • Click Sort to reorder the list of folders.

     

   • Click Show details to see the list of documents and publications that will be moved.

     

2. Double-click a folder in the list (or select the folder and then click Open). Continue to use the folder list and breadcrumbs to navigate to the desired location.
3. Click Move here.

To move documents into a folder, you must have Edit permissions to the folder, and all permissions (Edit, Copy, Link document, Export, Share, Comment, and Delete) to the document that is moving.

When moving a document or publication from one root folder to another, the ownership of that document is transferred to the owner of the folder into which it is moved. The Share permissions also change to be inherited from the new root folder.

Navigate to the folder in which you want to create the document or publication. You can also add a document into one of your existing folders without navigating to the folder first. Once the folder name is visible in the breadcrumbs at the top of the Documents page:

1. Click the Create button located on the top left side of the page.
2. Select Document or Publication.
3. Specify a name for the document or publication.
4. Click Create to close the dialog and create the document or publication.

When a folder is created, only the creator of the folder has any permissions to that folder. (The exception is if the folder is created within a Professional or Enterprise subscription. In that case, the administrator also has access to, and permissions on the folder.)

The creator/owner of the folder can share the folder with other users and thereby assign Share permissions to the folder. These permissions are applied on a root folder level. All documents, publications, and sub-folders within the root inherit the permissions of the root folder.

You can specify additional Share permissions on individual documents and publications within folders, but keep in mind that permissions are additive: these additional permissions are added to the folder permissions to create a larger set of permissions and access.

The Onshape best practice is to keep minimal permissions on the root folder and add additional access and permission on individual documents and publications.

To share a folder:

1. Select the folder on the Documents page, then either:
   1. Click the Share this folder icon:

      

   2. Right-click on the folder and select Share from the context menu:

      

2. Adjust permissions on the Share settings dialog for the folder, and enter the email addresses of the people with whom you wish to share the folder (or select a team or company):

   

3. Click the Share button.
4. Click the Close button.

When a folder is shared, the permissions on that folder become the shared users’ permissions on any and all documents, publications, and folders within that folder.

Only top-level folders can be explicitly shared, and all Share details apply to the contents of the folder, including all documents, publications, and any sub-folders, even if they are moved into the folder at a later time.

For more information on Sharing, see Share Documents.

An admin of an enterprise or company may also transfer the ownership of a folder to an individual Onshape user who is not a member of the enterprise or company. Right-click on the document or folder (on the Documents page) and select Transfer ownership.

For more information on transferring ownership, see Transfer Ownership.

When copying a workspace in a folder (thereby creating a new document), you need edit permission on the folder in order for the copy to be placed in the same folder as the original document.

If you do not have edit permission on the folder, the copy is placed at the root level of your Onshape account. Upon successful copy, a blue message is shown at the top of the window stating the copy is created in your company's filter (which is located at the top left navigation under the Create button):

To rename the current folder:

1. From the Documents page, do one of the following:
   1. Click the folder name in the breadcrumbs

      

   2. Right-click on the breadcrumb and click Rename folder from the context menu:

      

   3. Right-click on the folder under the Folders section and click Rename folder from the context menu:

      

2. Edit the text
3. Press Enter or click outside the folder name

Tap your company name filter to organize your Documents page into listing Folders and Documents to which you have access. The Teams and Shared with me filters also display folders to which you have access.

To see the contents (documents and sub-folders) of a specific folder, tap the name of the folder.

If there are no documents or folders in that folder, a message appears to that effect.

Breadcrumbs are displayed at the top of the page. You can click these breadcrumbs to navigate along the folder tree. You can also drag and drop folders and documents into the breadcrumb itself to reorganize documents on the Documents page.

While in a folder (after opening the folder by tapping the name), use the icon to create another folder. Check the breadcrumbs at the top of the screen to verify that you are inside of a folder.

Navigate to the folder in which you want to create the document. Once the folder name is visible in the breadcrumbs at the top of the Documents page:

1. Tap the Create a document icon.
2. Specify a name for the document.
3. Tap OK.

When a folder is created, only the creator of the folder has any permissions to that folder. (The exception is if the folder is created within a company or enterprise subscription. In that case, the administrator also has access to, and permissions on the folder.)

The creator/owner of the folder can share the folder with other users and thereby assign permissions to the folder. These permissions are applied on a root folder level. All documents and sub-folders within the root inherit the permissions of the root folder.

You can specify additional Share permissions on individual documents within folders, but keep in mind that permissions are additive: these additional permissions are added to the folder permissions to create a larger set of permissions and access. For this reason, the Onshape best practice recommendation is to keep minimal permissions on the root folder and add additional access and permission through individual documents.

To share a folder:

1. Tap the information icon to the right of the folder name.
2. Tap the Share icon.
3. Make the appropriate permission selections and enter the email addresses of the people with whom you wish to share the folder.

When a folder is shared, the permissions on that folder become the shared users’ permissions on any and all documents and folders within that folder.

Only first-level folders can be explicitly shared, and all Share details apply to the contents of the folder, including all documents and any sub-folders.

You can move documents and/or folders into and out of folders. You must have the appropriate permissions on the documents and the folders you wish to move and to move to.

1. Tap the icon next to the document (or folder) in the Documents list to open the Details panel for that document.
2. Tap the Move icon and then select the folder into which to move the document (or folder).

   

3. Once the target folder is selected, the contents of that folder are displayed.

   

4. If this is the correct folder, tap Move here. If this is not the correct folder, tap Cancel or tap X at the top right corner of the dialog.

   If a transfer of ownership is required to move the document or folder into the new folder, a notification is displayed. Document ownership is transferred to the owner of the folder.

   

5. Confirm the transfer of ownership (if appropriate) by selecting Transfer ownership, or click Cancel to cancel the move.
6. Once the action is confirmed or dismissed, the Documents page is displayed again.

Tap your company name filter to organize your Documents page into listing Folders and Documents to which you have access. The Teams and Shared with me filters also display folders to which you have access.

To see the contents (documents and sub-folders) of a specific folder, tap the name of the folder.

If there are no documents or folders in that folder, a message appears to that effect.

Breadcrumbs are displayed at the top of the page. Click these breadcrumbs to navigate along the folder tree. You can also drag and drop folders and documents into the breadcrumb itself to reorganize documents on the Documents page.

While in a folder (after opening the folder by tapping the name), use the icon to create another folder. Check the breadcrumbs at the top of the screen to verify that you are inside of a folder.

Navigate to the folder in which you want to create the document. Once the folder name is visible in the breadcrumbs at the top of the Documents page:

1. Tap the create a document icon.
2. Specify a name for the document.
3. Tap OK.

When a folder is created, only the creator of the folder has any permissions to that folder. (The exception is if the folder is created within a company subscription. In that case, the company administrator also has access to, and permissions on, the folder.)

The creator/owner of the folder may share the folder with other users and thereby assign permissions to the folder. These permissions are applied on a root folder level. All documents and sub-folders within the root inherit the permissions of the root folder.

You can specify additional Share permissions on individual documents within folders, but keep in mind that permissions are additive: these additional permissions are added to the folder permissions to create a larger set of permissions and access. For this reason, the Onshape best practice recommendation is to keep minimal permissions on the root folder and add additional access and permission through individual documents.

To share a folder:

1. Tap the overflow menu to the right of the folder name.
2. Tap the Share icon.
3. Make the appropriate permission selections and enter the email addresses of the people with whom you wish to share the folder.

When a folder is shared, the permissions on that folder become the shared users’ permissions on any and all documents and folders within that folder.

Only first-level folders may be explicitly shared, and all Share details apply to the contents of the folder, including all documents and any sub-folders.

You can move documents and/or folders into and out of folders. You must have the appropriate permissions on the documents and the folders you wish to move and to move to.

1. Tap the icon next to the document (or folder) in the Documents list to open the Detail panel for that document.
2. Tap the Move icon and then select the folder into which to move the document (or folder).
3. Once the target folder is selected, the contents of that folder are displayed.
4. If this is the correct folder, click Move here (top right corner of the screen). If this is not the correct folder, click the X in the top left corner.

   If a transfer of ownership is required to move the document or folder into the new folder, a notification is displayed. Document ownership is transferred to the owner of the folder.

   

5. Confirm the transfer of ownership (if appropriate) by selecting Transfer ownership, or click Cancel to cancel the move.
6. Once the action is confirmed or dismissed, the Documents page is displayed again.