Wednesday, May 5, 2021

Published May 05, 2021 by Anonymous with 0 comment

SharePoint: How to Add a Folder

If you’re using SharePoint to share files with your team and want to know how to add a folder, you’ve found the right guide.

SharePoint: How to Add a Folder

We’ll be taking you through the steps on how to add and upload files to a SharePoint folder using the Modern and Classic versions, and how to access a folder from your Windows desktop. Plus, our FAQ discusses how to create a view to access and organize your SharePoint lists and document library data.

How to Add a Folder in SharePoint?

To create a folder in the document library using the Modern version:

  1. Launch the SharePoint site where you wish to add the new folder, then open the “Document Library.”
  2. From the menu, select “+ New” > “Folder.”
    • If the folders option is not available, it might be switched off. Someone with design permission or a library owner can enable the folder.
  3. In the “Folder Name” text field, type in the folder’s name then select “Create.”
    • Your new folder will now be visible in the document library.

To create a folder in the document library using the Classic version:

  1. Launch the SharePoint site where you wish to add the new folder.
  2. To open the library, select its title via the Quick Launch bar, or click on the Settings icon.
  3. Select “Site contents” then the library title to add the folders to.
  4. From the ribbon, click on “Files” then “New Folder.”
  5. From the “Create a folder” dialog box, in the “Name” field enter a folder name, then “Create.”

To create a file to add to your new folder:

  1. In the document library, navigate to your new folder.
  2. From the main library, select “New” then the file type.
  3. Add text and other elements that you wish to the file, your file will automatically save to the document library and appear in the file list, with a generic name.
  4. To return to the document library, click the back arrow in your browser.
  5. If your new file is not visible, refresh the browser.
    • Select “Show actions,” (the three-dotted menu next to the document) then “Rename” to enter a different name.

To upload existing explorer files to the new folder:

  1. From the top of the document’s library page, click on “Upload.”
  2. To upload one file, click on “Browse” or “Choose Files” from the “Add a document” dialog box.
    • Depending on the version, you may be able to upload multiple files by holding down “Ctrl” or the “Shift” key and selecting the files.
  3. Once you’ve selected the file[s] select “Ok.”

To delete a SharePoint folder using the Modern version:

Note: Deleting a folder will delete the files and subfolders it contains. If you wish to keep these items, consider either moving or archiving them first.

  1. Locate and select the folder you wish to delete.
  2. From the top link bar, select “Delete.”
  3. To remove the folder, select “Delete” from the Delete dialog box.
    • There’ll be a confirmation message confirming that your folder has been deleted.

To delete a SharePoint folder using the Classic version:

Note: There is no top link bar in the Classic version.

  1. Locate and select the folder you wish to delete.
  2. Hover over the folder, then check the checkbox.
  3. On the folder icon, right-click then “Delete.”
  4. Then “Ok” to confirm.

How to Add a Folder to Document Library in SharePoint?

To add a folder in the document library using the Modern version:

  1. Launch the SharePoint site where you wish to add the new folder, then open the “Document Library.”
  2. From the menu, select “+ New” > “Folder.”
    • If the folders option is not available, it might be switched off. Someone with design permission or a library owner can enable the folder.
  3. In the “Folder Name” text field, type in the folder’s name then select “Create.”
    • Your new folder will now be visible in the document library.

To add a folder in the document library using the Classic version:

  1. Launch the SharePoint site where you wish to add the new folder.
  2. To open the library, select its title via the Quick Launch bar, or click on the Settings icon.
  3. Select “Site contents” then the library title to add the folders to.
  4. From the ribbon, click on “Files” then “New Folder.”
  5. From the “Create a folder” dialog box, in the “Name” field enter a folder name, then “Create.”

How to Add a Folder to Shared Documents in SharePoint?

To create a folder in the document library using the Modern version:

  1. Launch the SharePoint site where you wish to add the new folder, then open the “Document Library.”
  2. From the menu, select “+ New” > “Folder.”
    • If the folders option is not available, it might be switched off. Someone with design permission or a library owner can enable the folder.
  3. In the “Folder Name” text field, type in the folder’s name then select “Create.”
    • Your new folder will now be visible in the document library.

To create a folder in the document library using the Classic version:

  1. Launch the SharePoint site where you wish to add the new folder.
  2. To open the library, select its title via the Quick Launch bar, or click on the Settings icon.
  3. Select “Site contents” then the library title to add the folders to.
  4. From the ribbon, click on “Files” then “New Folder.”
  5. From the “Create a folder” dialog box, in the “Name” field enter a folder name, then “Create.”

How to Add a SharePoint Folder in Windows File Explorer?

There are two ways to set up access to your SharePoint folder[s] in file explorer. The quickest and easiest way that doesn’t take up space on your computer is to use Sync:

  1. Launch SharePoint then navigate to the site where the folder[s] you wish to sync to file explorer reside.
  2. Click on the “Sync” icon found near the top of the screen.
    • This only needs to be done once, after your folders will sync automatically.
  3. You may be asked to allow the use of “Microsoft OneDrive,” confirm that this is okay.
    • Your folder[s] will then appear under your organization name on your PC. It will automatically be added to the left pane of File Explorer.
    • Repeat these steps for all the folders you wish to access in file explorer.

Alternatively, you could map a drive in file explorer to your SharePoint site. The following steps are based on Internet Explorer 11:

  1. Launch SharePoint and open your site.
  2. To make SharePoint a “Trusted Site” from the toolbar, select “Tools” then “Internet Options”
  3. Then “Security” > “Trusted Sites” > “Sites.”
  4. Copy and paste your SharePoint sites’ link into the “Add this website to the zone” text field. Ensure the “Require server verification (https) for all sites in this zone” check box is unchecked.
  5. Then click on “Add,” > “Ok.”
  6. From the Taskbar, select “File Explorer” > ”This PC” > “Computer” > Map network drive” > “Map network drive.”
  7. Choose a letter from the drop-down menu of an available drive where you want your SharePoint site to live.
  8. Paste your SharePoint site link into the “Folder” text field then “Finish.”
    • Your SharePoint site link will appear under “This PC.”

How to Add SharePoint Folder to My Windows Desktop?

To access a SharePoint folder via your Windows desktop, you first need to set up file explorer access, either using Sync or by mapping a drive, then create a shortcut to the folder on your desktop:

  1. Launch SharePoint then navigate to the site where the folder[s] you wish to sync to file explorer reside.
  2. Click on the “Sync” icon found near the top of the screen.
    • This only needs to be done once, after your folders will sync automatically.
  3. You may be asked to allow the use of “Microsoft OneDrive,” confirm that this is okay.
    • Your folder[s] will then appear under your organization name on your PC. It will automatically be added to the left pane of File Explorer.
    • Repeat these steps for all the folders you wish to access in file explorer.

Or to map a drive:

  1. Launch SharePoint and open your site.
  2. To make SharePoint a “Trusted Site,” from the toolbar, at the top right-hand corner select “Internet Explorer.”
  3. Then “Internet Options,” > “Security” > “Trusted Sites” > “Sites.”
  4. Copy and paste your SharePoint sites’ link into the “Add this website to the zone” text field. Ensure the “Require server verification (https) for all sites in this zone” check box is unchecked.
  5. Then click on “Add,” > “Ok.”
  6. From the Taskbar select “File Explorer” > ”This PC” > “Computer” > Map network drive” > “Map network drive.”
  7. Select a letter from the drop-down menu of an available drive for where you want your SharePoint site to live.
  8. Paste your SharePoint site link into the “Folder” text field then “Finish.”
    • Your SharePoint site link will appear under “This PC.”

Now create a folder shortcut on your desktop:

  1. In File Explorer, right-click on the SharePoint folder.
  2. Select “Create shortcut” towards the bottom of the menu.
  3. Drag and drop the new shortcut to your desktop or, copy the folder by right-clicking the icon, selecting “Copy” then right-clicking on your desktop before selecting paste.

Additional FAQ

How Do You Use Views in SharePoint?

Custom views help to organize your document library to better suit your needs. You can select the columns you want to display in a specific order, with options to sort, filter, or group items.

To create a custom view of your list or document library, using the SharePoint Modern version:

1. Navigate to the list or library where you wish to create the view, then from the command bar click on “View options.”

· If you don’t see “View options,” ensure you’re not editing the list; you haven’t selected items or check with the site owner whether you have permission.

2. Click on “Create new view.”

· If you don’t see the “Create new view” option, then you haven’t received the latest updates yet. In that case, use the “Change a view” steps found on the Microsoft support page.

3. At “View name,” enter your view’s name.

4. From “Show as,” select the type of view you wish to create.

5. For “Calendar view” enter the start and end dates.

6. Click on “More options” to change how the title items display, then choose from the “Title of items on calendar” list.

7. Once complete, click on “Create.”

To create a custom view of your list or document library using a Classic version:

1. Navigate to the list or library where you wish to create the view, select the “List” or “Library” tab then “Create View.”

· If this option is not available, check with the site owner whether you have permission to create views.

2. From the “Settings” page, select the view type.

3. Enter the view name in the “View Name” box.

4. To make it the default view, select “Make this the default view.”

5. In “Audience” under “View Audience,” click on “Create a Personal view,” or “Create a Public view.”

· If the “Create a Public view” option is disabled, then you’d need to get permissions to create a public view for that list or library.

6. From “Columns,” choose the columns you want and clear those you don’t want to be displayed in the view.

7. Next to the column numbers, choose what order you’d like the columns to display.

8. Now set up your sort and filter settings, then at the bottom of the page select “Ok.”

Managing Your SharePoint Folders

Benefits of using the SharePoint collaboration tool include the ability to share information with your colleagues. The data is saved to a secure place and accessed from the comfort of your web browser. Files can be organized the way you want by creating folders.

Now that we’ve shown you how to add folders in SharePoint, access them from file explorer, and a few other folder management tips; how easy or difficult do you think it is to add a SharePoint folder? Did you try setting up access in file explorer? If so, which way do you prefer to work, directly in SharePoint or from file explorer? Please leave a comment in the comments section below.

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