Create and Manage Folders
Learn how to create and manage folders in your Library to organize conversations, calls, and content for your team or personal use.
Folder libraries
Your Library:
- Includes folders you create or that are shared with you.
- Useful for private calls or content for specific teams or individuals.
- Saving calls here doesn't change their access settings. Public calls stay public.
[Company name] Library:
- Contains folders relevant to all teams, often managed by company-wide teams such as enablement.
- Useful for training, onboarding, and strategy material.
- Creating folders here depends on your permission profile.
Create a folder
You can create folders from the library or directly from a call. Folders show key details such as the name, creator, and number of calls.
From the library
- Go to Real Calls > Library and open Your Library or [Company name] Library.
- Click the + next to the library name, or open a folder and click New Folder to create a folder inside it.
- Enter a Folder Name.
- Click Create Folder.
From a call
When you click Add to Library on a call, click Add Folder in the dialog to create a folder and save the call to it.
Edit or delete a folder
Open the folder's options menu and select Edit to rename it, or Delete to remove it. Deleting a folder can't be undone.
Hope this article was helpful. For any queries, please write to support@outdoo.ai