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