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Managing folders: create, organize, and control access

Folders help you organize stories in Storydoc and control who can see and edit them.

Jack avatar
Written by Jack
Updated this week

Create a new folder

  1. Go to Stories (top navigation).

  2. In the left sidebar under Folders, click + New folder.

  3. Enter a Name.

  4. Choose how to share:

    • Share with everyone in your organization: On to make it visible to all workspace members, Off to keep it private.

  5. Click Add folder.


Manage access and roles

You can share a private folder with specific teammates and set their role.

  1. In the left sidebar, hover over your folder and click the menu, then select Members.

  2. To make the folder broadly available, toggle Share with everyone in your organization On or Off.

  3. To share with specific people, use Add people to your folder, then set a role:

    • Owner: Manage members and folder settings, including renaming or deleting the folder.

    • Editor: Work with stories in the folder.

  4. Click Save changes.


Move stories into a folder

You can move stories at any time from the Stories page.

  1. On a story card, click the menu.

  2. Select Move to folder.

  3. Choose a destination in Folder or Create a new folder, then confirm.


Rename or delete a folder

  1. In the left sidebar, hover the folder and click the menu.

  2. Choose Rename folder or Delete folder.

  3. If deleting, confirm in Delete folder. Deleting a folder removes the folder and all of its contents. Move any stories you wish to keep before confirming.


Notes and best practices

  • Plan your structure early. For example, use top-level folders for teams or lines of business and subfolders for accounts or campaigns.

  • Keep access tight. Leave Share with everyone in your organization Off when a folder contains sensitive work, and invite only the people who need it.

  • Cleaning up old work. If you need to remove an old version from circulation without losing history, archive the story first and use Filter to find archived items later.

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