# Create and rename a folder

Add a folder to the files of a record from the top bar of its chatter, name it as you create it, and change its name later from the pencil on its card.

A folder belongs to one record: it is made in that record's chatter and shows only there. Make one for each group of files the team looks for together, such as a year, a kind of document or a stage of the matter.

## Before you start {#before-you-start}

- Open a saved record that has a chatter. Here it is the demo client Silverbay Logistics Co., from **Contacts/Contacts**.
- Any internal user can create and rename folders on a record they can open.
- Attach a first file to a record that has none yet: the paperclip of a record without files opens your file picker, not the **Files** box where the folders are shown.

## Create the folder {#create}

1. Click **New folder** in the top bar of the chatter, the folder icon with a small plus sign just before the magnifier (**Search Messages**). The **Files** box opens if it was closed, and a new card appears after the other folders. Its name box holds "New Folder", already selected.

![The new card, its name box holding the default name, selected and ready to be typed over.](https://jaah.app/web/image/12386-30ec2461/attachments-create-and-rename-new_folder-en.png)

2. Type the name, here Invoices, and press Enter. Clicking anywhere else saves the name as well.

The new folder takes its place after the existing ones: folders keep the order in which they were made, and they cannot be reordered. Its card shows no number until the folder holds a file. Keep names short: a card shows about a dozen characters and cuts the rest.

## Rename the folder {#rename}

1. Move the pointer over the folder's card. Two small icons appear in its top corner: a pencil, **Rename**, and a bin, **Delete**.
2. Click the pencil. The name turns into a box with the current name selected.
3. Type the new name, here Fee invoices, and press Enter.

![The folder under its new name.](https://jaah.app/web/image/12402-85fb5efb/attachments-create-and-rename-renamed-en.png)

The icons appear only while the pointer rests on the card. On a phone, touch the card once to show them, then touch the pencil.

The name is saved as soon as the box closes, by Enter or by a click elsewhere. Escape closes the box too, and also saves what it holds. To keep the old name, empty the box or type the old name again before closing it: an empty or unchanged name leaves the folder as it was.

## FAQ {#faq}

### Can I make a folder inside a folder? {#sub-folders}

No. Folders sit side by side at the root of the **Files** box, one level only. Use names that sort the files on their own, such as a year or a kind of document.

### Does a folder show on other records? {#other-records}

No. Each folder belongs to the record where it was made. Two clients can each have a folder named 2026; they are two separate folders, each with its own files.

### Can two folders of the same record have the same name? {#same-name}

Yes, nothing prevents it, and the two cards then look alike. Rename one of them so the team can tell them apart.

### Who sees my folders? {#who-sees}

Every internal user who opens the record sees its folders, can rename them and can delete the empty ones. A folder has no access rights of its own; [How folders work on a record](how-folders-work) explains who may do what.

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- Source: https://jaah.app/docs/attachments/create-and-rename-a-folder
- Updated: 2026-10-27
- Version: Attachments and folders 19.0.1.0.0
- Verified: 2026-10-27