Organizing into folders helps keep tools categorized for easy access and efficient management. Activities, Actors, Automations, Automation Configurations, Chat with Documents, Models, and Transcriptions can be organized into folders.

How to Create a Folder

1. Click on the Toolbox icon on the left-hand Menu Bar to get to the Toolbox.
2. Click on the tool (Activities, Actors, Automations, Automation Configurations, Chat with Documents, Models, or Transcriptions) for which the folder is to be created.
3. Click the Folders button located below the Advanced Filters.
4. Click on the New button right below the folders button.
5. Enter the folder name.
6. Click Save.

How to Add Items to the Folder

1. Click on the Toolbox icon on the left-hand Menu Bar to get to the Toolbox.
2. Click on the tool (Activities, Actors, Automations, Automation Configurations, Chat with Documents, Models, or Transcriptions) for which you want to add items to the folder.
3. Click on the Folders button under Advanced Filters.
4. Creating a Tool (“Add”) within a folder saves the tool to the current folder upon a successful save.

You can add existing items to a folder by selecting the checkbox to the left of each item, then using one of the following methods:

Method 1:

• Click Add to Folder in the top-right corner.
• Select the target folder.
• Click the Add to Folder button.
  • If successful, a pop-up message will confirm that the item(s) were added to the folder.
• Click OK.

Method 2:

• Right-click the folder to which you want to add items.
• Click Add Selected Items.
  • A confirmation message will appear indicating that the items were added to the folder.
• Click OK.

How to Add a Sub Folder

1. Click on the Toolbox icon on the left-hand Menu Bar to get to the Toolbox.
2. Click on the tool (Activities, Actors, Automations, Automation Configurations, Chat with Documents, Models, or Transcriptions) for which you want to add to the sub folder.
3. Click on Folders under Advanced Filters.
4. Click on the folder to which you want to create a subfolder.
5. Click on the New button right below the folders button.
6. Enter the folder name.
7. Click Save.

How to Rename a Folder

1. Click on the Toolbox icon on the left-hand Menu Bar to get to the Toolbox.
2. Click on the tool (Activities, Actors, Automations, Automation Configurations, Chat with Documents, Models, or Transcriptions) for which you want to add to the folder.
3. Click on Folders under Advanced Filters.
4. Right-click on the folder that you want to rename.
5. Click on Rename Folder.
6. Enter the folder name.
7. Click on the Rename button.
   • Success message will be popped showing that "Folder renamed successfully".
8. Click OK.

How to Delete items in a Folder

1. Click on the Toolbox icon on the left-hand Menu Bar to get to the Toolbox.
2. Click on the tool (Activities, Actors, Automations, Automation Configurations, Chat with Documents, Models, or Transcriptions) for which you want to add to the folder.
3. Click on Folders under Advanced Filters.
4. Click on the folder from which you want to delete items.
5. Click the checkbox to the left of the item you want to delete.
6. Click on the Remove Selected button.
7. Click on Remove.
   • Success message will be popped showing that "Items removed from the folder successfully".
8. Click OK.

How to Delete a Folder

1. Click on the Toolbox icon on the left-hand Menu Bar to get to the Toolbox.
2. Click on the tool (Activities, Actors, Automations, Automation Configurations, Chat with Documents, Models, or Transcriptions) for which you want to add to the folder.
3. Click on the Folders button under Advanced Filters.
4. Right click on the folder that you want to delete.
5. Right click on the Delete Folder button.
6. Click on Yes to confirm.
   • Success message will be popped showing that "Folder "Name" deleted successfully".
7. Click on Ok to proceed further.
Note: Deleting the folder will move its items to the root.

How to Navigate a Folder

• To navigate within session history, use the browser controls: select (“back”) to move to a previously viewed page or (“forward”) to advance to a page you’ve already visited.