Creating and Using Folders

This functionality is available on Onshape's browser, iOS, and Android platforms.

Create folders for organizing documents and also for applying Share permissions on all documents with the folder and within any sub-folders. Note that all Share permissions on a folder are inherited by the documents and folders within that folder.

To learn more about organizing documents using folders, you can follow the self-paced course here: Creating Folders (opens in new tab).

To create a folder, on the Documents page:

  1. Select Create and then Folder.

Example of Create drop down with Folder highlighted

  1. Specify a name for the Folder.
  2. Click Create button.

Notice the blue message at the top of the page: Folder created successfully in My Onshape alert .

You can use Share on a folder the same way you use Share for documents.

Viewing folders and their contents

Click the My Onshape filter in the left panel 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, click the name of the folder (an underline appears when you are in the correct position for clicking).

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.

Deleting folders

Right-click on the folder entry and select Send to trash or drag and drop the folder onto Trash in the filter panel. The contents of the folder are also moved to Trash.

Nesting folders

While in a folder (after opening the folder by clicking on the underlined name), click Create icon, then Folder 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.

Nesting folders

In the above illustration, “FolderOne” is the parent folder and “Folder-x510” is the sub-folder.

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

Moving documents among folders

You can move documents into and out of folders.

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

  1. Select the document (or use Ctr-click to select multiple documents).
  2. Right-click the folder and select Move to.

    Moving documents among folders

  3. Select the new folder from the list. (Use the breadcrumbs to navigate to another location, if desired.)
  4. Click Move here button.

You can use drag and drop to maneuver documents and folders into and out of folders. While in a folder, you can drag a document or folder into another location in the breadcrumbs. In the example below, the test-doc document is being dragged into the aero-project folder. The selection document is highlighted in blue and the target folder is also highlighted in blue:

picture example of test-document being dragged into aero-project folder

Your cursor will have a small rectangle appended to it when the move is allowed, and a small circle with a line through it when the move is not allowed.

Keep in mind that when moving a document 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.

Creating a document in 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. Click Create button.
  2. Select Document.
  3. Specify a name for the document.
  4. Click OK button.

Sharing a folder

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 is able to 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 and sub-folders within the root inherit the permissions of the root folder.

You are able to 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.

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

To share a folder:

  1. Select the folder on the Documents page.
  2. Click the Share button button.
  3. Make the appropriate permission selections and enter the email addresses of the people with whom you wish to share the folder (or select a team or company).
  4. Click Blue Share button.

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

For more information on Sharing, see Share Documents.

Transferring ownership of a folder

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.

Copying document workspaces in folders

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 which is My Onshape. A blue notification is displayed at the top of the window upon successful copy that is has been created in My Onshape.

 


Was this article helpful?

Last Updated: May 06, 2021