Create and Manage Smart Folders

Last update: July 18, 2024

CREATED FOR:

  • User

Smart folders are used to manage documents outside of a project, task, or issue, and are found in the main Documents area in the Main Menu . You can set up a smart folder to filter assets and display only those important to you, rather than searching through all of your assets.

Two smart folders are available to you by default the first time you access the Documents area: All Documents, and Recent. You can edit, rename, or copy default smart folders, but you cannot delete them. You can create additional smart folders to meet other asset management needs.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

Adobe Workfront plan*Any
Adobe Workfront license*Review or higher
Access level configurations*

Edit access to Documents

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Display Smart Folders

You can display folders in thumbnail, standard, or list view. To change the view, use the view options in the upper-right corner.

Create a Smart Folder

  1. Go to the Documents  area where you want to create the smart folder.
  2. Click Add new.
  3. Click Smart Folder.
  4. Specify a name for the smart folder in the Folder Name  field.
  5. Click Add a Filter Rule.
  6. Identify the information to be populated in the report by selecting the appropriate data type.
  7. Select the desired filter qualifier.
  8. Complete the filter rule, then click Save Folder.

Edit a Smart Folder

  1. Go to the Documents  area that contains the smart folder that you want to edit.

  2. In the Folders column, click the More icon next to the smart folder that you want to edit.

  3. Click Edit.

    The Edit Smart Folder  dialog box is displayed.

  4. Make your changes, then click Save Folder.

Rename a Smart Folder

  1. Go to the Documents  area that contains the smart folder that you want to rename.
  2. In the Folders column, click the drop-down arrow next to the smart folder that you want to rename.
  3. Specify a new name for the folder, then press Enter.

Copy a Smart Folder

  1. Go to the Documents  area that contains the smart folder that you want to copy.

  2. In the Folders column, click the drop-down arrow next to the smart folder that you want to copy.

  3. Click Copy.

    The Edit Smart Folder dialog box is displayed. The Folder Name  field contains the original name of the folder, with the word Copy in parenthesis.

  4. Make your changes, then click Save Folder.

Delete a Smart Folder

  1. Go to the Documents  area that contains the smart folder that you want to delete.
  2. In the Folders column, click the drop-down arrow next to the smart folder that you want to delete.
  3. Click Delete.
  4. Click Yes, Delete It.

More help on this topic

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