---
title: "Folders: Edit and Move"
slug: "folders-edit-and-move-1"
updated: 2026-10-08T16:39:13Z
published: 2026-10-29T16:40:50Z
canonical: "wiki.cobblestonesoftware.com/folders-edit-and-move-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: Edit and Move

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Folders: Edit and Move**

*07. End Users - Contracts › Contract Attachments › Folders: Edit and Move*

**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

Each subfolder listed in a record's **Folders** panel (on the **Attachments & Templates** tab) has its own pencil and trash icons next to its file count. The pencil icon, described in the app as "Rename, describe it, or move it", opens a **Folder** window where you can change the folder's **Name**, add a **Description** (shown when you hover over the folder) and choose a different **Parent Folder** to move it. The trash icon deletes the folder.

**Root Folder** has neither icon, because it is the record's built-in default location rather than a folder a user created.

# 2. Key Elements

- **Folders** panel: lists **Root Folder** and any subfolders with their file counts, plus **Add folder**. Selecting a folder shows its files in the file list.
- **Pencil icon** (**Rename, describe it, or move it**): opens the **Folder** window for that subfolder.
- **Trash icon** (**Delete the folder**): removes the subfolder.
- **Folder** window: **Name**, **Description** (optional, shown when you hover over the folder), **Parent Folder**, **Cancel** and **Save folder**.

# 3. Navigating to a Record's Folders

1. From the Contract Insight homepage, hover over the **Requests/Contracts** icon in the left navigation bar and select **Contracts**.

![Requests/Contracts menu with Contracts highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01_nav_contracts(5).jpg)

1. Locate the contract (use the **Search** box if needed) and click **Manage**.

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

1. Click the **Attachments & Templates** tab. The **Folders** panel appears on the left of the file list.

![Attachments and Templates tab with Add folder, Root Folder, a subfolder and its pencil and trash icons highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03_folder_icons.jpg)

# 4. Renaming, Describing or Moving a Folder

1. In the **Folders** panel, click the pencil icon next to the subfolder.
2. In the **Folder** window, change the **Name** as needed.
3. Optionally, enter a **Description**. It is shown when someone hovers over the folder.
4. To move the folder, choose a different folder from **Parent Folder**. The folder moves inside the folder you choose.
5. Click **Save folder**, or **Cancel** to close without changes.

![Folder window with Name, Description, Parent Folder, Cancel and Save folder highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04_folder_dialog.jpg)

**Note:** The Parent Folder list shows the folders available on the record. If the record only has Root Folder and one subfolder, Root Folder is the only choice.

# 5. Deleting a Folder

1. In the **Folders** panel, click the trash icon (**Delete the folder**) next to the subfolder.
2. Confirm the deletion if prompted.

**Note:** Deleting a folder is a destructive action. Before deleting, select the folder to check which files it contains, and move any files you want to keep (see "Folders: Move Files").

# 6. Quick Reference Summary

| Task | Where / How |
| --- | --- |
| Open a record's folders | Contract › **Manage** › **Attachments & Templates** › **Folders** panel |
| Create a folder | Folders panel › **Add folder** |
| Rename or describe a folder | Pencil icon › **Name** / **Description** › **Save folder** |
| Move a folder | Pencil icon › **Parent Folder** › **Save folder** |
| Delete a folder | Trash icon (**Delete the folder**) |
| See a folder's files | Select the folder in the Folders panel |