Managing project folders
Beefree App is now RGE Studio!
The email design suite you already know and love just leveled up. We’re working hard to update our help center, but you still may see some references to the old product name.
This article applies to paid plans.
Overview
Project folders help organize your designs. When you sign in to RGE Studio, you will land on the folder and design list for your account.
Creating a New Folder
This option is only available for account owners, admins, and managers. For more information, please see User roles & permissions.
Click Create new folder under the Projects tab. Enter a name and color code to help you recognize it in your folder list.
Notes
Business and Enterprise users: To locate the option to add a new folder, you must first select a workspace.
Browsing Folders
By default, your folder list is sorted by the last update. As a result, the folder you've worked with most recently will populate at the top of this list. If desired, you can also choose to sort by name or creation date. There is also a search bar on this page that you can use to perform a Global search. This allows you to search for any folder or design by name.
Editing and Removing Folders
To edit or remove a folder, mouse over it and click on the Actions icon.
- Edit will take you back to the same window you use when creating a folder. Use this if you need to rename your folder or change the color associated.
- Delete will ask you whether you wish to remove the current folder. Note that this also will delete any designs the folder contains!
Copy Folders to a Workspace
To copy a project folder to one or more workspaces, take the following steps:
- Log in to your RGE Studio account
- Navigate to Projects
- Hover over the folder you’d like to make a copy of
- Click the three vertical dots on the upper right-hand corner of the folder
- Click on Make a copy
You will be redirected to the multi-select menu
- Select the Workspaces you’d like to create a copy in
- Click Confirm
You will see a notification displaying Excellent! Almost done, copying in progress.
Moving Folders to a Workspace
To move one or more folders to a new workspace, take the following steps:
- Log in to your RGE Studio account
- Navigate to Projects
- Hover over the folder you’d like to move
- Check the box on the upper left-hand corner of the folder
- Repeat step four for any other folders you’d also like to move
At the bottom centre of the screen, you will notice a pop-up
- Select Move to inside the popup
- Select the workspace destination for the folders
- Click Confirm
You will see a notification displaying Excellent! The moving process has started.
Bulk selection in Folders
You can perform actions in bulk from inside your folders. Just select one or all assets in the folder to move or delete them.
When you decide to delete one or more assets, you will be prompted to type the word 'DELETE' to confirm the action. Please note that there is no 'undo' button or bin where you can retrieve the assets after deletion.
If your goal is to reorganize your designs, you can move your assets in bulk. When you click Move to, you can choose a destination folder. If you have a lot of assets, you will see a temporary page while we are moving your content.
When the move is complete, you will also see the notification on the top bar in the notification center.
In the following RGE Studio tutorial, we discuss more about how to move multiple folders, rows, and templates across workspaces.
For more details on working with folders, please click here.
If you have any questions, feel free to contact us.
Comments
20 comments
When there will be possible to move messages between projects? Without this feature the function pretty much unusable INHO.
Is it possible to create a Folder inside the Folder?
Folder ¬
Folder
Hi Jevgenijs,
Thank you for your questions. This is not a feature in Beefree. We will surely take this feedback into high consideration.
Thank you!
Is there a recycle bin for the folders that have been deleted to stay? I didn't find anything like that, the files could be removed after some time. But if they are deleted do they just disappear?Hi, there is no bin in Beefree, but thanks for your feedback! If you need to check for some deleted content, please open a ticket through the widget and we'll look into it!
The ability to create subfolders would be very helpful. We organize by CLIENT and then CLIENT PROJECT. Is there anyway to achieve this hierarchy? Thanks!
Hi Gary, thanks for your comment. Right now you can use the hierarchy based on Workspaces and Project Folders.
Thanks Melania! Does the PROFESSIONAL plan include the capability? That is what we have.
Hi Gary. With the Professional plan, you don't have access to the Workspace feature. You can still organize your users with the Project Folders (see also this article). Hope this helps.
Can I have a team work on a project? How many users can have access to a Beefree project?
Hi Tasha, thanks for sharing your question with the Beefree Team!
If I understand your question correctly, and you're looking for a way for multiple team members to be able to work on the same design in the Beefree builder at the same time, please note that this option is possible with our Co-editing feature, available on the Enterprise plan.
If you're using the Professional plan or the Starter plan, then only a single person should work on a design at a time to avoid overwriting each other's work.
However, we have other features to assist you with collaboration in Beefree that are available on all plans. For example, you can use the commenting feature to collaborate on a design. Please see our help center article for more details on this feature: Commenting.
I hope this information is helpful!
Is it possible to have a folder within a folder?
Hi Zoe,
It's currently not possible to create subfolders (so, a folder within a folder) in Beefree to organize your designs, but I will make sure to log your feedback and share it with our Product team!
Thanks for sharing your question with us 😊
+1 for subfolders. I understand that the current workflow as recommended by Beefree says to use Workspaces and folders, but I have multiple hierarchies that I need to organize, anywhere from 2-4 levels. Sub and sub-subfolders would be a huge benefit!
Hi there,
is it possible to assign a folder only to a certain team member? Or how would you do it if you would like to separate content?
BR Tanja
Hello Tanja! It is not possible to set permissions and limitations on which project folder a team member can view, but with our Enterprise plan, you can create different workspaces and then set permissions on which ones your team members can access.
Here you can contact our Sales team to learn more about the Enterprise plan
Hi, did you add the subfolder function? That would be incredibly useful—even essential—because, without it, things get messy over time.
Thanks
+1 to the multiple requests for sub folders/folders within folders options to help organise the growing number of files. When will this be available, please? thanks!
+1 to subfolders please. As Gary posted 3 years ago, we also organise by Client > Brand Project. Any update on this feature? Thank you
Hey everyone! Thanks for letting us know about your request for subfolders. We don't have an update on this feature request at this time, but we notify our Product team every time we receive another vote for this feature.
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