Sets & Folders
Folder
Folders are containers in which sets can be stored.
In your left panel Organize, you can store Smart Sets and Sets in a folder to refine your internal filing structure.
In your right panel Present, you can store your sets in folders to organize the navigation in your Spaces.
➡️ You can find out how to customize your Space navigation here: Navigation
💡 kleio Best Practice: We recommend working only with sets until you find it gets confusing and only then to use folders.
Difference between set and folder
You can store individual records in a set. You can store sets in folders. You cannot store individual records directly in a folder, only in sets.
Folders also look different from sets.
An empty folder looks like this:
A folder with sets, looks like this.
At the top left of a folder, the name of the folder is displayed in capital letters.
You can expand and collapse the folder using the small arrow to the right of the folder name. When you close it, you will only see the name. The number on the right shows you how many sets are in this folder (2 in this example).
Create folder
To create a folder, click on the + Folder button.
A new folder will automatically appear under your existing sets. Give it a name and click on Save.
Move set to folder
You can move sets to folders using drag and drop.
Or you can create a new set directly in a folder. To do this, click on the + Set at the bottom of your folder.
Rename folder
To rename a folder, click on the three dots at the top right.
Then on the small pen.
Now you can customize the name of the folder and save it.
Delete folder
Attention: if you delete a folder, all sets in this folder will also be deleted! The records will remain.
To delete a folder, click on the three dots at the top right.
Then onto the small garbage can.
Confirm your choice now.
