Organize folders in a BoardEffect library

In a Resource Library, you can organize folders by name and date. Folders are also organized based on file types, such as Books or Folders.

Note

You cannot update the file type sorting order.

  1. On the BoardEffect home page, from the Navigation menu, select Library .

  2. Select the relevant workroom from the Resource Library, for example, Board of Directors.

  3. By default, folders in the library are organized by name. To sort in alphabetical order, from A-Z, select the Name column. To reverse the alphabetical order, from Z to A, select the Name column again.

  4. To sort from the most recent to the least recent date, select the Date Modified column.

  5. To improve the structure of library folders, you can select the More options icon of the relevant folder's name, and select Edit to edit the folder names.

    For more information, see Edit a BoardEffect library folder.

  6. You can organize the folders by creating custom naming conventions, like in the examples below:

    • Alphabetical: Add a letter before the title of a folder. Letters should be capitalized and followed by a period, for example, A.

    • Numerical: Add a number before the title of a folder. Numbers should include two digits, for example, 01, 02, 10, 25.

    • Date: Add a date at the beginning of a name. Enter a date by year, month, day, or year/month/date, for example, yyyy/mm/dd.