Before You Start
Folder names in Storage must follow naming rules so files and folders can be handled correctly across the system.
Required permissions:
Access to Storage
Permission to view folders
Permission to create folders, if required
Permission to rename folders, if required
If you cannot see Storage or the New folder button, ask an administrator to check your role permissions.
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.
Click New Folder
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.
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
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.
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
Create the Folder
After entering a valid and unique folder name, click Create.
The new folder will appear in the Storage table.
Important Notes
Folder names must be unique within the same Storage location.
Avoid using 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 folder 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.