How to Organize Materials into Folders and Collections

Note: the UI's "Collections" is the same object the API calls "campaigns" — use "Collections," the on-screen term.

Keep a growing materials library findable using folders, Collections, and tags.

Before you start

You need the Manage Materials right — folder/Collection/tag management controls are hidden without it.

Steps

Folders

1. In the folder tree on the left of the Materials page, click New folder (at the tree root) or the equivalent action on an existing folder to create a New subfolder.
2. Name it and confirm.
3. To move a material into a folder, drag its card from the grid/list onto the folder in the tree — or open the material's detail panel, use the Move to folder dropdown, and pick a destination (or select several materials and use Move in the bulk action bar).
4. To rename or delete a folder, use the folder's own menu in the tree. Deleting a folder does not delete the materials inside it — see below.

Collections

1. In the folder tree, click New collection, name it, and confirm.
2. Open a material's detail panel and use the Collections section to check which Collections it belongs to — a material can be in any number at once, unlike folders.
3. To see everything in a Collection, click it in the folder tree the same way you'd click a folder.
4. Delete a Collection from its own menu in the tree; this only removes the grouping, not the materials in it.

Tags

1. Open a material's detail panel and use the Tags section to assign existing tags or type a new tag name to create one on the fly.
2. Use the tag chips above the materials grid to filter by tag — see How to Browse and Filter the Materials Library

What you'll see

Folders, Collections, and tags are independent — a material keeps its Collections and tags no matter which folder it's moved to, and deleting a folder or Collection never deletes the materials themselves (materials only leave the library via Delete, which moves them to Trash first).