Managing files and folders

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Step-by-Step Guide

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Create a Folder

1. Navigate to Governance > Schemes
2. Select the scheme where you want to create a folder
3. Select the Documents tab
4. Select Create Folder
5. Enter a descriptive folder name, for example: “Project Plans”, “Contracts”, or “Approvals”
6. Select Create to finish

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Rename a Folder

1. In your scheme’s Documents tab, right-click the folder you want to rename
2. Select Rename from the context menu
3. Enter the new folder name
4. Select Save to apply the change

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Upload Documents to a Folder

1. In your scheme’s Documents tab, right-click the folder where you want to add documents
2. Select Add new documents
3. Select Choose and use your file explorer to locate the file(s) you want to upload
4. Select one or more files and confirm your selection
5. Select Upload and wait for the files to complete uploading to Ctrl Hub

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Understand File Name Handling

1. When uploading a file that already exists in the folder, Ctrl Hub automatically appends a number to create a unique name
2. For example, if you upload “ProjectPlan.pdf” again to a folder that already contains a file with that name, the new file becomes “ProjectPlan (1).pdf”
3. This ensures both versions are preserved with distinct names

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Move a File to Another Folder

1. In your scheme’s Documents tab, find a file inside a folder
2. Right-click the file and select Move to folder
3. Select a destination folder from the list
4. Select Move to confirm the operation

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Delete an Empty Folder

1. In your scheme’s Documents tab, right-click the empty folder you want to delete
2. Select Delete from the context menu
3. When prompted, confirm the deletion
4. The folder will be removed from your scheme