2. Folder Management

Folder Management Overview

Folders in Circularo provide a hierarchical structure for organizing documents, enabling efficient document management, improved findability, and streamlined access control. This section covers all aspects of creating, navigating, and managing folder structures.

Folder Hierarchy and Organization

Circularo's folder system allows you to:

• Create multi-level hierarchical structures to mirror your organizational needs

• Organize documents into logical categories for improved navigation

• Apply consistent access controls across groups of documents

• Implement document classification systems that match your business processes

Key Folder Concepts

• Root Folders: Top-level containers that serve as the foundation of your folder hierarchy

• Nested Folders: Subfolders that create depth and specificity in your organizational structure

• Folder Access Control: Shared or private settings that determine who can access folder contents

• Document Placement: The association between documents and their containing folders

• Folder Operations: Actions like creation, navigation, export, and deletion that manage the folder lifecycle

Folder Management Capabilities

• Folder Creation: Establish new containers at any level of the hierarchy

• Document Organization: Move existing documents into appropriate folders

• Folder Navigation: Traverse complex folder structures to locate specific content

• Content Retrieval: Search for and access documents within specific folders

• Bulk Operations: Export or delete entire folder contents in a single operation

Best Practices

• Design your folder hierarchy to reflect your organization's structure or business processes

• Limit folder depth to 3-4 levels to maintain usability and prevent navigation complexity

• Use consistent naming conventions for folders to improve findability

• Export important folder contents before deletion for backup purposes

All folder operations require a valid authentication token. See the Authentication & Security section for details on obtaining and managing tokens.

Getting Started

The scenarios in this section demonstrate the complete range of folder management capabilities:

• Begin with basic folder creation to understand the fundamental concepts

• Learn how to create nested folder structures and organize documents within them

• Explore folder information retrieval and content searching

• Discover how to navigate complex folder hierarchies

• Master advanced operations like folder export and deletion

Folder IDs are used consistently across all folder operations. Store folder IDs returned from creation operations for use in subsequent requests.