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 (extracted insights)
- Nested folders (subfolders)
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
Organization
Organization
- Naming conventions
- Folder structure
- Content rules
- Auto-organization
Permissions
Permissions
- Access levels
- User roles
- Team sharing
- Guest access
Folder Organization
Manual Organization
- Drag and drop content into folders
- Add items from content pages (recordings, signals, documents)
- Create subfolders for hierarchical organization
Automatic Organization via Workflows
- Use Workflows to automatically route content to folders
- “Recording to Folder by Title” - matches title patterns
- “Recording to Folder” - AI-powered conditions
- Set rules once, content organizes automatically
Create workflows at Settings > Workflows to automatically add recordings to folders based on title patterns or AI-powered conditions. See Workflow Automation for details.
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
Access Issues
Access Issues
- Permission errors
- Sharing problems
- Sync delays
- Missing content
Organization Problems
Organization Problems
- Duplicate folders
- Missing items
- Rule conflicts
- Update errors
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.