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Folder Overview

BuildBetter’s folder system helps you:
  • Organize calls and documents
  • Control access permissions
  • Share content with teams
  • Maintain logical structure

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Folder Types

Personal Folders

Individual workspace organization

Team Folders

Shared workspace collaboration

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Folder Structure

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Hierarchy Levels

  • Root folders
  • Subfolders
  • Nested organization
  • Smart folders

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Content Types

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

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Creating Folders

1

Create Folder

Choose location and type
2

Set Properties

Configure settings
3

Add Content

Organize items
4

Share Access

Set permissions

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Folder Management

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Smart Folders

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Auto-Organization

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

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Filter Criteria

  • Content type
  • Date range
  • Tags/labels
  • Custom rules
Smart folder rules should be carefully configured to prevent unintended content organization.

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Sharing & Collaboration

Team Sharing

Collaborate with workspace members

External Access

Share with guests and clients

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Best Practices

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Organization

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

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Access Control

  • Minimal permissions
  • Regular review
  • Team alignment
  • Security focus
Well-organized folders improve team efficiency and content findability.

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Search & Navigation

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Search Options

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

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Quick Access

  • Recent folders
  • Favorites
  • Pinned items
  • Quick filters
Use consistent naming conventions for better searchability.

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Troubleshooting

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Performance Optimization

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Folder Structure

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

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System Usage

  • Cache management
  • Search indexing
  • Load balancing
  • Resource allocation
Regular maintenance ensures optimal folder system performance.