With Folders, you can group Topics within the Inline Manual Widget. They help your end-users see your Topics organized and separate. When you have a lot of Topics within the Widget, it may be hard to use. It is a good time to think about the structure. You can treat Folders as categories. Defining the titles of Folders is up to you and up to your specific use cases. They should make sense both to your users and to you.



In this article, we’ll discuss how Folders work.


Organizing your content in Folders

Each Topic can be placed in a Folder or does not have to be assigned to any Folder at all. It’s possible to place a Folder within a Folder, but you can add only one Folder to another Folder. It is not possible to place multiple Folders within one Folder.


The structure within the Widget can be:


Widget

  • Topic
  • Folder
    • Topic
    • Topic
  • Topic
  • Folder
    • Folder
      • Topic


Adding a Folder

You can add a Folder in 2 ways - in the Portal and in the Authoring tool.


To add a Folder in the Authoring tool:

  1. Within the Authoring tool, click +Create to add a new Topic.


  2. Choose the Folder Topic type (A), fill in the required fields (B) and confirm the addition of the Folder with the Create Topic button (C).


Remember that the title will be shown to your end-users. With the Visibility settings, you can decide whether you want to show the Folder immediately to your users or not.


Done!


To add a Folder in the Portal:

  1. Login to the Inline Manual portal with your e-mail and password.
  2. Go to Sites and choose the desired site.



  3. Go to the Widget tab.


  4. Click the + Add content button. You will see all Topics added to the Site.


  5. Click the Create folder button - this will open a modal window.


  6. Fill in the required fields (A) and confirm the addition of the Folder with the Create button (B).


  7. You will see the Folder on the list. Drag and drop the Folder from the published content list to the list within the Widget tab to make it visible for your users.


  8. Save and publish the changes.


Adding a Topic to a Folder

You can add a Topic to a Folder in 2 ways.


To add a Topic to a Folder in the Authoring tool:

  1. Within the Authoring tool, open the Topic you want to add to a Folder.

  2. Click the Manage button.


  3. Choose the Folder you want to add the Topic to (A) and confirm the changes with the Save button (B).


To add a Topic to a Folder in the Inline Manual portal:

  1. Login to the Inline Manual portal with your e-mail and password.
  2. Go to the Sites tab and choose the desired site.


  3. Go to the Widget tab.


  4. You'll see the content visible in the widget. Expand the Folder you want to add the Topic to (A) and drag and drop the desired Topic (B).


  5. Save and publish the changes.


Placing a Folder within a Folder

To place a Folder within a Folder:

  1. In the Inline Manual portal, go to Sites and choose the desired site.


  2. Go to the Widget tab.


  3. You'll see the content visible in the Widget. Expand the Folder you want to add the other Folder to (A) and drag and drop the desired Folder (B).


  4. Save and publish the changes.


Ordering Folders and Topics within the Widget

The Widget respects the order set in the Widget tab.



You can drag and drop the Topics and Folders on that page to define the right order. Read more about order within the widget.


Who can see a Folder

To remove the Folder from the Widget, click on the X button.


Note that it will also remove the Topics inside this Folder. The Launchers and Auto launchers will still work for the end-users, but the Topics will not be visible in the Widget. If you only want to remove the Folder, re-order the Topics first.



You can define which Segments can see your Folder. Users that don't belong to this assigned Segment won't see the Folder and the Topics that are within. You can read the Show Topics within the Widget to specific Segments only guide for more information.


Translating Folders

Folders use the same multilingual options as other Topics. You can translate Folders by using the language feature within the Authoring tool. You can read the Language management guide for more information. Folders don’t have any steps or other content except title and description (that is not being shown anywhere).


Related articles