{"id":375,"date":"2023-11-23T15:33:49","date_gmt":"2023-11-23T14:33:49","guid":{"rendered":"https:\/\/amagnoapp.help\/knowledge-base\/manage-folders-and-magnets\/"},"modified":"2026-02-27T10:04:24","modified_gmt":"2026-02-27T09:04:24","slug":"manage-folders-and-magnets","status":"publish","type":"docs","link":"https:\/\/help.amagno.de\/en\/docs\/amagno-app\/folders-and-magnets\/manage-folders-and-magnets\/","title":{"rendered":"Manage folders and magnets"},"content":{"rendered":"

Folders and magnets can be used to organise documents in a vault. Documents are not stored ‘in a folder’ like in classic file systems, they are stored in the vault. Folders only help to structure the vault. Deleting a folder does not automatically delete the documents.<\/p>\n\n\n\n

In contrast to a classic file system, a document<\/a> can be permanently assigned to multiple folders. This function is called anchoring. A document<\/a> can be anchored to multiple folders.<\/p>\n\n\n\n

Rules can be added to folders. A rule transforms a folder into a magnet. Magnets attract or release specific documents based on rules. The rules evaluate the text content and\/or characteristics.<\/p>\n\n\n\n

Stamps enable the application and modification of characteristics or their values, thus enabling business processes that are represented in Amagno’s tasks.<\/p>\n\n\n\n

While folders and magnets must be managed manually, Amagno offers automatic structures through document<\/a> types and characteristics.<\/p>\n\n\n\n

Select folder<\/h2>\n\n\n\n

You can display a folder with all the documents it contains.<\/p>\n\n\n\n

<\/path><\/svg><\/div>
<\/div>

This function requires the Folder and Magnets – Read<\/strong> right. Rights must currently still be managed via the Amagno Client for Windows.<\/p><\/div><\/div>\n\n\n\n

    \n\t\n\n
  1. \n\t\n
    \n\t\t\t1.<\/span>\n\t<\/div>\n\n\n
    \n\t\n\n

    Select a vault <\/strong>in the Me <\/strong>topic menu in the Vaults <\/strong>tab.<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n

  2. \n\t\n
    \n\t\t\t2.<\/span>\n\t<\/div>\n\n\n
    \n\t\n\n

    Select Documents <\/strong>in the Home<\/strong> topic menu in the Documents <\/strong>tab.<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n

  3. \n\t\n
    \n\t\t\t3.<\/span>\n\t<\/div>\n\n\n
    \n\t\n\n

    Select a folder level<\/strong> by selecting the folders displayed.<\/p>\n\n<\/div>\n\n<\/li>\n\n<\/ol>\n\n\n\n

    Raise folder level<\/h3>\n\n\n\n
      \n\t\n\n
    1. \n\t\n
      \n\t\t\t1.<\/span>\n\t<\/div>\n\n\n
      \n\t\n\n

      In a folder list, select the blue arrow visible at the top of the folder list to move to the higher level of the folder structure.<\/p>\n\n<\/div>\n\n<\/li>\n\n<\/ol>\n\n\n\n

      Create folder<\/h2>\n\n\n\n

      You can create as many folders as you like to organise your files in the vault.<\/p>\n\n\n\n

      <\/path><\/svg><\/div>
      <\/div>

      This function requires the rights Folders and Magnets – Edit<\/strong> + Folders and Magnets – Create<\/strong> + Folders and Magnets – Read<\/strong>.<\/p><\/div><\/div>\n\n\n\n

        \n\t\n\n
      1. \n\t\n
        \n\t\t\t1.<\/span>\n\t<\/div>\n\n\n
        \n\t\n\n

        Select a file <\/strong>in the Me<\/strong> theme bar on the Files <\/strong>tab.<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n

      2. \n\t\n
        \n\t\t\t2.<\/span>\n\t<\/div>\n\n\n
        \n\t\n\n

        Select the Documents <\/strong>entry in the Documents <\/strong>tab in the Home <\/strong>theme menu.<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n

      3. \n\t\n
        \n\t\t\t3.<\/span>\n\t<\/div>\n\n\n
        \n\t\n\n

        Select the folder level <\/strong>in which the new folder is to be created by selecting the displayed folders<\/strong>.<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n

      4. \n\t\n
        \n\t\t\t4.<\/span>\n\t<\/div>\n\n\n
        \n\t\n\n

        Select the action button <\/strong>for the quick actions or the menu.<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n

      5. \n\t\n
        \n\t\t\t5.<\/span>\n\t<\/div>\n\n\n
        \n\t\n\n

        Select the +<\/strong> symbol or the New folder<\/strong> entry.<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n

      6. \n\t\n
        \n\t\t\t6.<\/span>\n\t<\/div>\n\n\n
        \n\t\n\n

        Enter the preferred folder name in the dialogue box that appears.<\/p>\n\n\n\n

        <\/path><\/svg><\/div>
        <\/div>

        The folder name should not already exist at this level and should not contain any special characters that are not permitted in a Windows file system or other systems such as iOS, MacOS, Android, etc.<\/p><\/div><\/div>\n\n<\/div>\n\n<\/li>\n\n\n\n

      7. \n\t\n
        \n\t\t\t7.<\/span>\n\t<\/div>\n\n\n
        \n\t\n\n

        Confirm the dialog below with the green check<\/strong>.<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n

      8. \n\t\n
        \n\t\t\t8.<\/span>\n\t<\/div>\n\n\n
        \n\t\n\n

        Refresh <\/strong>the list of folders.<\/p>\n\n<\/div>\n\n<\/li>\n\n<\/ol>\n\n\n\n

        Delete folder<\/h2>\n\n\n\n

        Folders that are no longer needed can be deleted.<\/p>\n\n\n\n

        <\/path><\/svg><\/div>
        <\/div>

        This function requires the right to read and delete folders and magnets.<\/p><\/div><\/div>\n\n\n\n

          \n\t\n\n
        1. \n\t\n
          \n\t\t\t1.<\/span>\n\t<\/div>\n\n\n
          \n\t\n\n

          Select a file <\/strong>in the Me<\/strong> theme bar on the Files <\/strong>tab.<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n

        2. \n\t\n
          \n\t\t\t2.<\/span>\n\t<\/div>\n\n\n
          \n\t\n\n

          Select the Documents <\/strong>entry in the Documents <\/strong>tab in the Home <\/strong>theme menu.<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n

        3. \n\t\n
          \n\t\t\t3.<\/span>\n\t<\/div>\n\n\n
          \n\t\n\n

          Select the folder level <\/strong>by selecting the displayed folders<\/strong> in which the folder to be deleted is located.<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n

        4. \n\t\n
          \n\t\t\t4.<\/span>\n\t<\/div>\n\n\n
          \n\t\n\n

          Press and hold the action button <\/strong>in the relevant folder to open the menu.<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n

        5. \n\t\n
          \n\t\t\t5.<\/span>\n\t<\/div>\n\n\n
          \n\t\n\n

          Select the entry Delete<\/strong> folder<\/strong>.<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n

        6. \n\t\n
          \n\t\t\t6.<\/span>\n\t<\/div>\n\n\n
          \n\t\n\n

          Confirm the security question.<\/p>\n\n<\/div>\n\n<\/li>\n\n\n\n

        7. \n\t\n
          \n\t\t\t7.<\/span>\n\t<\/div>\n\n\n
          \n\t\n\n

          Refresh <\/strong>the list of folders.<\/p>\n\n<\/div>\n\n<\/li>\n\n<\/ol>\n\n\n\n

          Deleting a folder does not delete the documents visible in it, as these are not stored in a file system. For a better structure, documents are simply assigned to folders as fixed links (anchoring) or are displayed there dynamically by rules (folder converted to magnet with rules).<\/p>\n","protected":false},"featured_media":0,"parent":1272,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_uag_custom_page_level_css":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"_ef_editorial_meta_checkbox_review-state":"","_ef_editorial_meta_user_review-assignee":"","_ef_editorial_meta_date_review-started-at":"","footnotes":""},"doc_tag":[],"class_list":["post-375","docs","type-docs","status-publish","hentry"],"uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false},"uagb_author_info":{"display_name":"Jannis Klein","author_link":"https:\/\/help.amagno.de\/en\/author\/"},"uagb_comment_info":0,"uagb_excerpt":"Folders and magnets can be used to organise documents in a vault. Documents are not stored ‘in a folder’ like […]","comment_count":0,"_links":{"self":[{"href":"https:\/\/help.amagno.de\/en\/wp-json\/wp\/v2\/docs\/375","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.amagno.de\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.amagno.de\/en\/wp-json\/wp\/v2\/types\/docs"}],"replies":[{"embeddable":true,"href":"https:\/\/help.amagno.de\/en\/wp-json\/wp\/v2\/comments?post=375"}],"version-history":[{"count":1,"href":"https:\/\/help.amagno.de\/en\/wp-json\/wp\/v2\/docs\/375\/revisions"}],"predecessor-version":[{"id":1383,"href":"https:\/\/help.amagno.de\/en\/wp-json\/wp\/v2\/docs\/375\/revisions\/1383"}],"up":[{"embeddable":true,"href":"https:\/\/help.amagno.de\/en\/wp-json\/wp\/v2\/docs\/1272"}],"wp:attachment":[{"href":"https:\/\/help.amagno.de\/en\/wp-json\/wp\/v2\/media?parent=375"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.amagno.de\/en\/wp-json\/wp\/v2\/doc_tag?post=375"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}