Folder Overview

BuildBetter’s folder system helps you:

  • Organize calls and documents
  • Control access permissions
  • Share content with teams
  • Maintain logical structure

Folder Types

Personal Folders

Individual workspace organization

Team Folders

Shared workspace collaboration

Folder Structure

Hierarchy Levels

  • Root folders
  • Subfolders
  • Nested organization
  • Smart folders

Content Types

  • Call recordings
  • Documents
  • Signals
  • Chat threads
  • Reports

Creating Folders

1

Create Folder

Choose location and type

2

Set Properties

Configure settings

3

Add Content

Organize items

4

Share Access

Set permissions

Folder Management

Smart Folders

Auto-Organization

  • Rule-based sorting
  • Tag filtering
  • Content type grouping
  • Dynamic updates

Filter Criteria

  • Content type
  • Date range
  • Tags/labels
  • Custom rules

Smart folder rules should be carefully configured to prevent unintended content organization.

Sharing & Collaboration

Team Sharing

Collaborate with workspace members

External Access

Share with guests and clients

Best Practices

Organization

  • Clear naming
  • Logical structure
  • Consistent rules
  • Regular cleanup

Access Control

  • Minimal permissions
  • Regular review
  • Team alignment
  • Security focus

Well-organized folders improve team efficiency and content findability.

Search & Navigation

Search Options

  • Folder search
  • Content search
  • Filter by type
  • Advanced criteria

Quick Access

  • Recent folders
  • Favorites
  • Pinned items
  • Quick filters

Use consistent naming conventions for better searchability.

Troubleshooting

Performance Optimization

Folder Structure

  • Optimize depth
  • Balance content
  • Limit nesting
  • Regular cleanup

System Usage

  • Cache management
  • Search indexing
  • Load balancing
  • Resource allocation

Regular maintenance ensures optimal folder system performance.