search shadow

Menu

Articles in this section

See more

Managing sheet folders Follow

Avatar
Anthony Schuler
  • Updated

In Revizto, sheets are organized into folders.

Revizto users that have sufficient rights can create folders, rename, and delete folders, and move sheets between folders.

Required permissions

Users require certain project access rights to manage sheet folders. 

You can view your access rights in the Project Team tab in Revizto workspace by clicking "View project role" or "Set project role" next to your role name. See Managing project roles for more information.

  • Creating folders; or renaming, moving, and deleting folders you have created.
    • Add new sheets
  • Renaming, moving, or deleting folders created by any user.
    • Manage all sheets

Creating sheet folders

Revizto users with the required permissions can create sheet folders.

To create a folder:

  1. Click 2D to navigate to the Sheet gallery.
    • Click To Gallery if a sheet is currently open in the Sheet viewer.
  2. Open the folder you want to create a new folder in, and if you want a new root folder select the “All sheets” folder in the Folder tree. 
  3. On the top toolbar, click New folder .
  4. Enter the folder name and click Create. 

Renaming sheet folders

Revizto users with the required permissions can rename sheet folders.

To rename a folder:

  1. Click 2D to navigate to the Sheet gallery.
    • Click To Gallery if a sheet is currently open in the Sheet viewer.
  2. Select the folder you want to rename using the selection checkbox.
  3. Click More to open the menu, located on the sheet gallery toolbar.
  4. Click Rename.
  5. In the Rename folder window, enter the new folder name and click Save.

Moving sheets and folders

Revizto users with the required permissions can move sheets and folders to different folders.

To move sheets and folders:

  1. Click 2D to navigate to the Sheet gallery.
    • Click To Gallery if a sheet is currently open in the Sheet viewer.
  2. Select the sheets and folders you want to move using the selection checkboxes.
  3. Click Move to , located on the sheet gallery toolbar, to open the Move sheets and folders window.
    • You can also click-and-drag the selected sheets and folders to the destination folder in the Folder tree. The destination folder will be outlined, and releasing your mouse button will complete the move.
  4. Select the destination folder.
    • Clicking New folder in this window automatically creates a new folder. If a new folder is created in error, see Deleting sheet folders.
  5. Click Next. 
  6. Verify the listed sheets and folders should be moved then click Move.

Deleting sheet folders

Revizto users with the required permissions can delete sheets and folders.

To delete a folder:

  1. Click 2D to navigate to the Sheet gallery.
    • Click To Gallery if a sheet is currently open in the Sheet viewer.
  2. Select the folders you want to delete using the selection checkbox.
  3. Click More to open the menu, located on the sheet gallery toolbar.
  4. Click Delete.
  5. In the Delete sheets and folders pop-up, verify the listed folders should be deleted then click Delete.

Related articles