---
title: "Folders: Create New"
slug: "folders-create-new-1"
updated: 2026-10-08T16:38:14Z
published: 2026-10-29T16:40:50Z
canonical: "wiki.cobblestonesoftware.com/folders-create-new-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Folders: Create New

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Folders: Create New**

*07. End Users - Contracts › Contract Attachments › Folders: Create New*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

Folders organize the attachments on a single record. Within a record's **Attachments & Templates** tab, the **Files / Attachments** panel shows a **Folders** list on the left (**Root Folder** plus any existing subfolders, each with its file count) and a **+ Add folder** button above it for creating a new one. For example, a sample contract might have **Root Folder** plus subfolders such as Amendments, Drafts, Invoices, and Signed Agreements — letting related files be grouped without leaving the record.

# 2. Key Elements

- **Folders** toggle: located above the file grid; shows or hides the folder sidebar.
- **Folders** list: shows **Root Folder** and every existing subfolder with its file count. Click a folder to view its files and make it the current folder.
- **+ Add folder**: at the top of the folder sidebar; creates a new folder inside the folder you currently have selected.
- **Add folder** window: contains **Name**, an optional **Description** (shown when you hover over the folder), and **Parent Folder**, which controls where the new folder is created.
- Folders are scoped to the individual record — they organize that record's own attachments rather than the shared Library.
- Newly uploaded files can be dropped directly into a selected folder rather than the **Root Folder**, keeping related attachments grouped as they're added.

# 3. Navigating to a Record's Attachments

1. From the Contract Insight homepage, click the **Requests/Contracts** icon in the left navigation bar, then select **Contracts**.

![Requests/Contracts menu with Contracts highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/folders-01-contracts-menu.png)

1. On the **Contracts** list, locate the contract (use the **Search** box or the column filters if needed) and click **Manage** on its row.

![Contracts list with the Manage button and Search box highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/folders-02-manage(1).png)

1. On the contract record, click the **Attachments & Templates** tab. The **Files / Attachments** panel opens with the folder sidebar on the left.

![Contract record with the Attachments & Templates tab highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/folders-03-attachments-tab(1).png)

# 4. Creating a New Folder

1. Navigate to the record's **Attachments & Templates** tab (see Section 3).
2. If the folder sidebar is hidden, click the **Folders** toggle above the file grid to show it.
3. In the **Folders** list, select the folder the new folder should be created in. Select **Root Folder** to create a top-level folder.
4. Click **+ Add folder**.

![Files / Attachments panel with the Folders toggle, + Add folder, and Root Folder highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/folders-04-add-folder(1).png)

1. In the **Add folder** window, enter a **Name** for the folder.
2. Optionally, enter a **Description**. The description is shown when users hover over the folder.
3. Confirm the **Parent Folder**. It defaults to the folder you had selected; choose a different folder from the drop-down if needed.
4. Click **Create folder**. Click **Cancel** to close the window without creating a folder.

![Add folder window with Name, Description, Parent Folder, and Create folder highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/folders-05-add-folder-window(1).png)

**Note:** The new folder appears in the **Folders** list under its parent folder. Select it before dropping or browsing for files to upload them directly into that folder.

# 5. Quick Reference Summary

| Task | Where | Action |
| --- | --- | --- |
| Open a contract's attachments | Requests/Contracts → Contracts → Manage | Click the **Attachments & Templates** tab |
| Show or hide the folder sidebar | Files / Attachments panel | Click the **Folders** toggle |
| Create a top-level folder | Folders list | Select **Root Folder** → **+ Add folder** → enter **Name** → **Create folder** |
| Create a subfolder | Folders list | Select the parent folder (or set **Parent Folder**) → **+ Add folder** → **Create folder** |
| Upload files into a folder | Folders list / Drop files or browse | Select the folder, then drop or browse for files |