Folders

Everything in File Bank lives in a File Bank folder. Each File Bank folder has its own type, its own sharing and its own tags. Inside it, you can organize files into project folders, and project folders can have their own project folders.

---

Create a File Bank folder

1. Click Create New - It’s at the top of the folder tree. You can also click one of the tiles on the File Bank home page.
2. Choose the folder type - Standard Folder, Public Folder or Transcripts Folder. See Folder types.
3. Name the folder - Type a name. It’s required.
4. Click Save - File Bank creates the folder and opens it.

Transcripts Folder only appears if transcription is turned on for your account.

When you create a Public or Transcript folder, the dialog shows a warning:

• Public: “Public Folders should not contain any sensitive or confidential information. It is possible that contents may be exposed outside of the intended audience, via people sharing the public folder URL.”
• Transcript: “Transcription Folders are intended for uploading files for text transcription. Once a folder is set to Transcription type it cannot be changed to any other type.”

You can’t change a folder’s type

Choose the type carefully. Once a folder is created, renaming it only changes its name.

Creating a Transcript folder also creates a data store for its transcripts. See Transcripts.

---

Add a project folder

Project folders organize the files inside a File Bank folder.

1. Open the folder menu - Hover over the File Bank folder in the folder tree and click ⋮.
2. Click Add Project Folder - To add a project folder inside another project folder, open that project folder’s ⋮ menu and click New File Bank Sub Folder instead.
3. Name it - Type a name in the New Folder dialog.
4. Click OK - The new project folder appears in the folder tree and the file list.

At the top level of a Transcript folder, you can also click Add New Folder in the toolbar.

You can also create project folders by uploading a folder from your computer. File Bank recreates its folder structure for you. See Upload files.

---

The folder menus

Hover over a folder in the folder tree and click ⋮ to see its menu. You’ll only see the options you have access to.

File Bank folder menu

Option	What it does
Add Project Folder	Add a project folder. See Add a project folder.
Tag Manager	Set up the tags for this folder. See Tags.
Rename File Bank	Change the folder’s name.
Share File Bank	Share the folder. See Share a folder.
Generate Text Exploration	Analyze the folder’s transcripts in Text Explorer. Transcript folders only. See Transcripts.
Run Meta Analysis	Analyze transcripts with particular tags. Transcript folders only. See Run a Meta Analysis.
Upload	Upload files into the top level of the folder. Not available in Transcript folders.
Move selected items here	Move the items you’ve selected in the file list into this folder. See Move files and folders.
Refresh File Bank	Reload the folder to pick up changes, such as files other people have uploaded or new transcripts.
Delete File Bank	Delete the folder. Owners only.

Project folder menu

Option	What it does
New File Bank Sub Folder	Add a project folder inside this one.
Upload	Upload files into this project folder.
Move selected items here	Move the items you’ve selected in the file list into this project folder.
Edit	Rename the project folder.
Delete	Delete the project folder.
Share	Share just this project folder.
Generate Text Exploration	Analyze the transcripts in this project folder and the project folders inside it. Transcript folders only.
Run Meta Analysis	Analyze transcripts with particular tags. Transcript folders only.

Project folders only show a menu if you can edit them. Survey folders and the Transcriptions folders that hold your transcripts don’t have one.

---

Rename a folder

• File Bank folder: open its ⋮ menu, click Rename File Bank, type the new name and click Save.
• Project folder: open its ⋮ menu, click Edit, type the new name and click OK. You can also click ⋮ on the project folder’s row in the file list and choose Rename.

---

Share a folder

You can share a whole File Bank folder, or just one project folder.

1. Open the folder menu - Click ⋮ next to the folder in the folder tree.
2. Click Share File Bank - For a project folder, click Share.
3. Add people and choose their access - The share dialog works the same way as everywhere else in the Portal. See Share content.
4. Click SHARE

---

Delete a folder

1. Open the folder menu - Click ⋮ next to the folder.
2. Click Delete File Bank - For a project folder, click Delete.
3. Confirm - Click YES.

Only the folder’s owner can delete a File Bank folder. Anyone who can edit a project folder can delete it. You can’t delete Survey folders.

You can also delete project folders from the file list: select them and click Delete in the toolbar, or choose Delete from the row’s ⋮ menu.

Deleting a folder deletes its contents

Check what’s inside before you delete a folder.

---

Frequently asked questions

Why can’t I see Delete File Bank?

Only the folder’s owner can delete a File Bank folder, and Survey folders can’t be deleted at all.

Can I turn a Standard folder into a Transcript folder?

No. A folder’s type is set when you create it. Create a new Transcript folder and upload your recordings there.

Why isn’t a new file showing up?

Open the folder’s ⋮ menu and click Refresh File Bank to reload it.