File folders let you organize documents for a device, or Spot, into categories such as user manuals, maintenance documents and photos. A Spot's file folder groups its files; it does not change the Spot's location in the device folder tree.

You can create a file folder in the browser and in the Android and iOS apps. You need permission to edit the Spot in question. Permission to add file attachments alone is not enough to create a folder. On mobile, you also need access to the Spot's Files view. Saving requires a working network connection.

Give the folder a descriptive name, such as User manuals. A name is required, and no other file folder for the same Spot can have the same name. File folders for different Spots can have the same name.

Create a file folder in the browser

  1. Open Assets and content from the main menu, then Assets, devices, tools under it.
  2. Open the Datatables tab and select Default table. Find the Spot you want and click its name to open its details.
  3. On the Spot's Basic info tab, go to the Files section and open File Folders.
  4. Select the + tab in the folder tab bar.
  5. Enter the Folder name and select Create file folder.

The new folder opens in its own tab. The number in parentheses after the folder name is its file count: for example, User manuals (0) means the folder is empty.

Create a file folder on Android

  1. Open the Spot you want and select Files from the content menu in its details.
  2. Tap the Add button at the bottom of the view.
  3. Select Add folder for files in the dialog that opens.
  4. Enter a name in the Enter folder name field in the naming dialog.
  5. Confirm with the Add button below the field. To leave the folder uncreated, select Cancel next to it.

After saving successfully, the app updates the file list. The new folder appears as a folder card showing its name and file count.

Create a file folder on iOS

  1. Open the Spot you want and select Files from the content menu in its details.
  2. Tap the ADD button with a plus sign at the bottom of the view.
  3. Select ADD FOLDER in the dialog that opens.
  4. Enter a name in the text field below the Enter folder name heading in the naming dialog that opens.
  5. Confirm with the ADD button below the field. To leave the folder uncreated, select CANCEL next to it.

After saving successfully, the add dialog closes and the file list updates. The Done button on the keyboard only closes the keyboard; use the ADD button in the naming dialog to save the folder.

Check that the folder was saved and add files separately

Creating a folder is a separate action that must be saved. It creates an empty folder, but does not add a file to it or move the Spot's existing files. On mobile, creating a folder also does not automatically select it as the destination for the next attachment: select the folder separately when adding a file.

Reopen the Spot's file list and check the new folder's name and that its file count is zero. In the browser, the count appears on the folder tab as (0); on mobile, it appears on the folder card as 0 - Files. Tapping an empty folder on Android or iOS does not open a file view. This does not mean that creating the folder failed.

Organize existing files into a folder by following How do I move files into a Spot's file folders? Adding new attachments on mobile is described in How do I add photos and files to a Spot in the mobile app?

Rename a file folder in the browser

  1. Open the Spot's File Folders and select the tab for the folder you want to rename.
  2. Select Edit Folder above the folder's contents.
  3. Enter a new name in the text field in the dialog that opens. The new name must also be unique among the same Spot's file folders.
  4. Select Rename. You can leave the change unmade by selecting Cancel.
  5. Check the new name and file count on the folder tab. If necessary, reopen the Spot to confirm that the change was saved.

Renaming preserves the same folder and the grouping of its files. It does not delete files, change their names or move them to another folder.

Creating a folder and changing its name are saved using their respective buttons. You do not need to press the Save button on the Spot's basic information form for these actions. Deleting a folder is a separate action: see How do I delete a Spot's file or file folder?

Why can't I create or rename a folder?

The name is missing or already in use. Give the folder a name that no other file folder for the same Spot already uses. A name cannot consist only of spaces. You can also use an existing folder if it suits your purpose.

You receive a permission error. Creating a folder and renaming it in the browser require permission to edit the Spot. The add button being visible does not by itself guarantee this permission. Ask your organization's administrator to check your permissions.

The change does not appear. Check your network connection and any error message. Reopen the Spot's file list before trying again so you can see whether the change has already been saved. On Android, the naming dialog closes when the save request is sent, so the dialog closing alone does not confirm success.