Managing Onshape Documents just got much easier with a recent update and the addition of folders in the Documents page. Let’s take a closer look.

The first step is creating a folder. If you click the “Create” icon in the top-left corner of the Documents page, you will see the option to create a folder. After clicking this and typing in a name, a folder will be created which you can find under “My Onshape.”

Think of “My Onshape” as the top level of your folder structure. To navigate to your new folder, click “My Onshape” on the left and left-click your folder from the list. To create a subfolder, navigate to the folder where you want to put the subfolder, then click “Folder” again from the Create dropdown menu. This will create a folder within the folder that you chose. You can see the folder you are currently in with the breadcrumbs at the top of the Documents page:

Blog Post Save Image Breadcrumbs 11.28.png

Now that we’ve created our folder, let’s discuss how to add Onshape Documents to it. There are two techniques. The first is creating a new Document while currently in a folder. If you navigate to a folder, and then create a new Document, that Document will automatically be added to that folder.

The second option is adding an existing Document to a folder using the “Move to” command. If you right-click an existing Document from the Document’s page, you will see the “Move to” option. 

 

This will allow you to move an existing Document (or folder) into a folder.

So that’s how to create folders and add Documents to them. Two final things to mention:

  1. Sharing folders is done exactly the same way as sharing an individual Document. Just select the folder, click “Share,” and define who you want to share with and their permissions. This can be a very effective way of sharing a large number of Documents with everyone on your design team.
  2. You can right-click a folder and choose “Send to trash.” This sends all Documents in that folder (including subfolders) to the trash. If you want to keep a Document that is in a folder, first move the Document using “Move to,“ then send the folder to trash. (Note: If you accidentally move a folder to the trash, you can restore it within 30 days as long as you have not emptied the trash.)

So that’s a simple introduction to managing your Documents with folders in Onshape. For more information, watch the video at the top of this post or check out this recorded webinar for a more detailed explanation.