Use New folder in Storage to create folders for organising files.
Before you begin
You need permission to:
Access Storage
Open the required Storage location
Create folders
The new folder is created in the Storage location currently open.
Note: Always confirm you are in the correct Storage location before creating a folder.
1. Open Storage
From the left navigation menu, click Storage.
This opens the Storage area, where you can view folders, files, and the New folder button.
The Storage page includes:
Search storage...
New folder
Upload
Folder and file list
2. Open the New folder window
Click New folder to create a folder in the current Storage location.
Make sure you are in the correct folder before creating a new one.
The New folder window opens and includes:
Name
Cancel
Create
The Name field may initially display Untitled.
3. Enter a valid folder name
Enter a clear folder name that follows the supported naming rules.
Valid folder names can include:
Letters from A to Z
Numbers from 0 to 9
Underscores
Spaces
Example valid names:
Client Documents
Invoices 2026
Staff_Training
Site Files
Use a name that clearly describes the contents of the folder.
4. Avoid restricted characters
Do not use restricted characters in folder names.
Folder names cannot include:
. / \ : * ? " | # %
These characters may interfere with file paths, uploads, downloads, or system operations.
If a restricted character is used, a validation message will appear, and the folder cannot be created.
Important: Remove restricted characters before selecting Create.
5. Check for duplicate folder names
Make sure the folder name is unique within the current Storage location.
If a folder with the same name already exists, use a different name.
Example:
Invoices 2026
Invoices 2026 Archive
Invoices 2026 Final
6. Create the folder
After entering a valid and unique folder name, click Create.
The new folder will appear in the Storage table.
7. Confirm the folder was created
After selecting Create:
Review the Storage list.
Locate the new folder.
Confirm the folder name is correct.
Open the folder if required.
Ensure it appears in the correct Storage location.
If the folder does not appear:
Clear Search storage...
Confirm you are in the correct location
Refresh the page
Search for the folder name again
Important notes
Folder names must be unique within the same Storage location.
Avoid leading or trailing spaces.
Use short, clear names that describe the folder contents.
Avoid special characters, even if they appear to work in other systems.
Use a consistent naming format across your Storage structure.
Folder permissions may affect who can view or access the folder after it is created.
Troubleshooting
If the folder cannot be created
Check for restricted characters in the folder name.
Remove leading or trailing spaces.
Check whether a folder with the same name already exists.
Try a simpler name using only letters, numbers, spaces, or underscores.
Refresh the page and try again.
If the New folder button is missing
Confirm you are in Storage.
Check whether your role allows folder creation.
Ask an administrator to review your permissions.
If the folder name was copied from another document
Re-type the name manually.
Remove hidden or unsupported characters.
Avoid copying symbols from formatted text.
If users cannot access the new folder
Check the folder’s assigned roles or users.
Confirm the folder was created in the correct location.
Ask an administrator to review Storage permissions.
If a validation message appears
Follow the message shown in the interface exactly.
Remove or correct the invalid character.
Ensure the name meets the supported rules before selecting Create again.


