# Folders

Folders let you group related recordings and bug reports so your team can find, triage, and manage work faster. Every workspace starts without folders — you create them as your needs grow.

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### Folder types

Screendesk has two kinds of folders, each designed for a different content type.

**Capture folders** hold bug reports collected through the capture widget.

**Recording folders** hold video recordings. When you create a recording folder you choose one of four content types:

* **Received** — recordings sent in by customers
* **Sent** — recordings your team sends out
* **Live** — recordings from live screen-sharing sessions
* **Library** — reusable videos your team keeps on hand

A folder's type and content type are set at creation and cannot be changed later.

***

### Creating a folder

{% stepper %}
{% step %}

#### Navigate to the folder list

For capture folders, go to **Bug Reports** in the sidebar. For recording folders, go to the relevant recording section (**Received**, **Sent**, **Live**, or **Library**).
{% endstep %}

{% step %}

#### Click the **New Folder** button

A modal appears asking for:

* **Name** (required, up to 100 characters) — must be unique among active folders of the same type
* **Description** (optional)
* **Access level** — Public (default) or Private

<figure><img src="https://3820804400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfW6XSzJSKsNyZnOkSJPt%2Fuploads%2FbB2VTsK1MqcvKghGCIKF%2FCleanShot%202026-02-09%20at%2015.13.29%402x.png?alt=media&#x26;token=eefe545d-8ca7-4229-af38-edabfa955fa8" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Save

The folder appears in the list immediately.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Folder names are case-insensitive. You cannot have both "Urgent" and "urgent" as active capture folders.
{% endhint %}

***

### Editing and renaming a folder

Open the folder or find it in the folder list, click the **⋯** menu, and choose **Rename**. You can update the name and description. The folder type and content type cannot be changed.

<div align="left"><figure><img src="https://3820804400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfW6XSzJSKsNyZnOkSJPt%2Fuploads%2FO1V8Je8VSk9OZ00v94RC%2FCleanShot%202026-02-09%20at%2015.14.07%402x.png?alt=media&#x26;token=1e4e7816-6530-4243-8f56-e8a569141f24" alt="" width="375"><figcaption></figcaption></figure></div>

***

### Moving items into a folder

Open a recording or bug report, click **Move to Folder**, and pick the destination. For recordings, only folders matching the recording's content type appear in the list.

You can also move multiple recordings at once using the bulk-select checkbox, then clicking **Move to Folder**.

To remove an item from a folder, open the move dialog and choose **Remove from folder**. The item returns to the unfoldered list.

<figure><img src="https://3820804400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfW6XSzJSKsNyZnOkSJPt%2Fuploads%2FZvNxvUvZuCYIJtPLV8j8%2FCleanShot%202026-02-09%20at%2015.15.42%402x.png?alt=media&#x26;token=f525b518-e558-4d6a-aa36-125324aafeaf" alt=""><figcaption></figcaption></figure>

***

### Pinning folders

Pin the folders you use most so they appear in the sidebar for one-click access.

* **Pin** — open the folder's **⋯** menu and choose **Pin**. The folder appears under **Folders** in the sidebar.
* **Unpin** — right-click (or use the **⋯** menu) on a pinned folder in the sidebar and choose **Unpin**.
* **Reorder** — drag and drop pinned folders in the sidebar to arrange them in the order you prefer.

Pinned folders are personal — each team member manages their own list.

<figure><img src="https://3820804400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfW6XSzJSKsNyZnOkSJPt%2Fuploads%2FrrCbglnqIHKcdZZeF7Y6%2FCleanShot%202026-02-09%20at%2015.16.22%402x.png?alt=media&#x26;token=e4849f3e-d845-4a7f-a382-c561b6118e38" alt=""><figcaption></figcaption></figure>

***

### Private folders

By default, folders are **public** — every workspace member can see them. If you need to restrict access, set a folder to **Private**. Private folders are only visible to:

* The folder creator
* Members explicitly added to the folder
* Admins and Editors (who always see all folders)

{% stepper %}
{% step %}

#### Set access level

When creating a folder, choose **Private**. Or, on an existing folder, click the **⋯** menu → **Manage Access** and switch to **Private**.
{% endstep %}

{% step %}

#### Add members

In the same Manage Access panel, search for workspace members by name or email and add them. The creator is added automatically and cannot be removed.

<figure><img src="https://3820804400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfW6XSzJSKsNyZnOkSJPt%2Fuploads%2FYXjK3DtjxxrzJmgC1tBK%2FCleanShot%202026-02-09%20at%2015.16.56%402x.png?alt=media&#x26;token=11b95b27-f054-438f-8866-28e981f7fea4" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

When a private folder is switched back to public, the member list is cleared and the folder becomes visible to everyone again.

{% hint style="warning" %}
Private folders require the **Plus**, **Pro**, or **Enterprise** plan.
{% endhint %}

***

### Archiving and deleting folders

**Archiving** removes a folder from the active list but keeps it and its contents intact. Click the **⋯** menu → **Archive**. Archived folders can be viewed on the **Archived Folders** page and restored at any time.

**Deleting** permanently removes the folder **and all its contents** (recordings or bug reports inside it). Click the **⋯** menu → **Delete** and confirm. This action cannot be undone.

{% hint style="danger" %}
Deleting a folder deletes everything inside it. If you only want to hide a folder, use **Archive** instead.
{% endhint %}

<figure><img src="https://3820804400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfW6XSzJSKsNyZnOkSJPt%2Fuploads%2Fm0Nks6PdGpVlWe1xp8HI%2FCleanShot%202026-02-09%20at%2015.17.21%402x.png?alt=media&#x26;token=ea4cb5e2-4fab-4978-9172-7a2ba54db370" alt=""><figcaption></figcaption></figure>

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### Automations

Each folder can have automations that trigger when new items land in it — for example, posting to Slack or creating a Jira ticket. See [Automations](https://docs.screendesk.io/organization-and-workflows/automations) for setup details.

***

### Permissions

| Action                  | Owner             | Admin | Editor | Member   | Watch Only |
| ----------------------- | ----------------- | ----- | ------ | -------- | ---------- |
| Create folders          | ✅                 | ✅     | ✅      | —        | —          |
| Rename / edit           | ✅                 | ✅     | ✅      | —        | —          |
| Archive / restore       | ✅                 | ✅     | ✅      | —        | —          |
| Delete folders          | ✅                 | ✅     | ✅      | —        | —          |
| View public folders     | ✅                 | ✅     | ✅      | ✅        | ✅          |
| View private folders    | Creator + members | ✅     | ✅      | If added | —          |
| Manage access & members | ✅                 | ✅     | ✅      | —        | —          |

***

### Good to know

* Capture folders and recording folders are **completely separate**. A capture folder cannot hold recordings and vice versa.
* Each recording folder is locked to one content type (Received, Sent, Live, or Library). You cannot move a recording into a folder of a different content type.
* Folder item counts update automatically. The count shown on a folder card reflects the current number of items inside.
* Archiving a folder appends a timestamp to the name, freeing up the original name for a new folder.
* When a member is removed from a private folder they had pinned, the pin is automatically removed.
* All folder operations (create, edit, archive, delete) are recorded in the audit log when audit logs are enabled.