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Creating and Managing Answer Library Folders

The Answer Library is your central hub for responding to assessments and questionnaires. To keep your workspace clean and make records easier to find, you can group them into custom folders.

​​​Note:​​ Answer Library Folders are only available to users that have enabled Teams Management for their environment. For more information on this, please see our full help article below:​​

This article covers the following topics:

 

First, navigate to the Answer Library Module, as highlighted in the screenshot below:

Answer Library Module/Answer Library

Creating Answer Library Folders

  1. On the Answer Library screen, click on the Create Folder button.

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  2. Within the New Folder Window, type in the intended Folder name and, optionally, select a folder to nest the new folder in by clicking the Nest Folder Under (Optional) dropdown arrow. Click the Create button to create new folder.

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    Additionally, users can also create Answer Library Subfolders that nest directly under a folder by clicking the 3 dots icon and selecting the Add Subfolder option as shown below.

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Adding Q&As to Folders

  1. Find the record you want to move, then click its name (as shown below).

    Answer Library Module/Answer Library/Q&A

  2. Within the Folder Box, click the Edit button.

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  3. Click on the Select Folder dropdown arrow and select the folder (s) you wish to place this record under.

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    Note: A record can be placed under multiple folders and sub-folders. 

Bulk add Q&As to Folders

Optionally, users can save time by adding multiple records into specific folders to at once.

  1. From the Answer Library screen, click on the Bulk Action icon and select the Bulk Change Folder option.

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  2. Select all Q&As intended for bulk adding to a specific folder by clicking the checkbox(s) and then click the Bulk Change Folder() button.

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  3. Within the Bulk Change Folder window, click on the Select Folder dropdown arrow to select a specific folder. Optionally, users may choose to keep the Q&A record in the current folder as well as adding the record to this new folder by clicking the associated checkbox button. Click the Change button to finalize all changes.

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Managing Answer Library Folders

Once folders are created, they can be edited, moved, and deleted as needed.

Editing Answer Library Folders

Users have the option to rename and change the nesting location of created folders. To do so, click the 3 dots icon next to the folder intended to be edited and select the Edit Folder option.

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In the Edit Folder window, make all intended changes and click the Save button to finalize.

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Moving Answer Library Folders

Users can also move folders on the Answer Library Folder list by clicking the 3 dots icon and selecting either the Move Folder Up or Move Folder Down options.

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Deleting Answer Library Folders

Users can delete folders from the Answer Library Folder by clicking the 3 dots icon and selecting the Delete Folder option.

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Within the Delete Folder window, select the options to either Move folder content to another folder and delete the folder or Delete folder by clicking the associated Modal. Then click the Confirm button to finalize.

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Note: When deleting a folder and a new folder is not selected, all records will be moved to the Uncategorized folder. 

Viewing Records in Answer Library Folders

To view records located in a specific Answer Library Folder, click on the Folder or Sub Folder Name. To view all records across an entire folder, including sub folders, click the View All Records link.

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