Rename a managed folder and read its tabs
Folder settings holds Snapshot, Edit and Delete. Edit changes the name and category; the five tabs are Overview, Sites, Members, Activity and Snapshots.
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Open the managed folder, choose the settings button labelled Folder settings, then Edit. Change Name or Category and choose Save. The same menu holds Snapshot and Delete.
Rename or recategorise
- Open the folder and choose Folder settings.
- Choose Edit. The dialog title is Edit managed folder, with the reassurance Members, files, and snapshots stay attached.
- Change Name, or pick a different Category, or both.
- Choose Save. The button reads Saving... while it works, and stays disabled until something has actually changed.
Only the name and the category can change. The description you typed when creating the folder is fixed: Overview shows it read-only, and a folder created without one shows No description yet.
What the settings menu holds
| Item | What it does |
|---|---|
| Snapshot | Opens Capture snapshot. See Capture a snapshot of a managed folder. |
| Edit | Opens Edit managed folder for the name and category. |
| Delete | Opens the confirmation described in Delete a managed folder. |
A folder row in the list carries an actions menu with two settings entries of its own. Neither does anything today; use the settings button inside the folder.
The five tabs
| Tab | What it shows |
|---|---|
| Overview | The description, a Recommended rail of files with recent workflow activity, and the folder's file browser with search, Type, People, Modified and Status filters. |
| Sites | Sites published from this folder. Empty until you upload one. |
| Members | Everyone who holds access, with Member, Source, Granted and Role, and Remove access. |
| Activity | Files in the folder with review or publish activity, with Name, Owner, Date modified and Status. |
| Snapshots | The snapshots captured for this folder. |
Overview owns the only file browser. There is no separate Files tab, and no Reviews tab: review state appears as a Status value and in Activity.
On a narrow screen the tab row becomes a single select labelled Managed folder inspector tab.
Uploading into the folder
The folder header carries an Upload menu with Upload files, Upload folder and Upload site, and, where the feature is switched on, Capture URL.
If it did not work
- Save stays disabled when neither the name nor the category differs from what is stored.
- Failed to update managed folder. means the change did not save. Renaming needs write access to the folder.
- There is no control for access mode, retention or notifications on a managed folder. Sharing is the only access setting, and it lives behind Invite.
- The description cannot be edited. Put the current wording in the folder name, or record it in a file inside the folder.
Related pages
- Create a managed folder — Choose Create managed folder, give it a name, add an optional description and category, and Drive opens the new folder. New folders start private.
- Capture a snapshot of a managed folder — A snapshot records which revision of every page a folder held at one moment. Capture it from the settings menu; it is a record, not a restore point.
- Delete a managed folder — Deleting is permanent and needs you to type the folder's name. It removes the folder, its members and its snapshots; the files themselves stay in Drive.