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Organizing Documents with Folders and Moving Files

Learn how to create categorized document folders, customize app icons, and move documents between folders in the Edlio App.

Folders keep your school's mobile app clean and organized by grouping related documents together—such as Athletics schedules, District Handbooks, or Registration packets.

Creating a Document Folder

  1. Navigate to Features > Documents from your Edlio App dashboard.

  2. Click the blue + New folder button in the top action bar.

  3. Enter a clear Name for the folder (e.g., Athletics & Activities).

  4. Select an icon from the Library or upload a custom graphic to represent the folder.

  5. (Optional) Configure Secured Access if this folder should be visible only to specific user roles or permitted groups.

  6. Click Ok to create the folder.

Create Document Folder Dialog

Moving Documents Between Folders

You can easily reassign any existing document to a different folder at any time:

  1. Locate the document row in your Documents table and click the blue Folder icon (Move).

  2. In the Move Items to Folder modal, select your destination folder (or choose No Folder to move the item to the root screen).

  3. The document is immediately transferred to the selected destination.

Move Items to Folder Dialog

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