Create and Manage Folders in Keeper

Quick Links: | Create a Folder in Keeper | Create and Manage a Shared Folder |

Create a Folder in Keeper

Video Tutorial: How to Create a Folder

Create a Folder or Subfolder

  1. Select the Create New button.
  2. Select Folder.
  3. Enter a name for the folder.
  4. Select Create.

The new folder will appear in your vault. To create subfolders, right-click the main folder and select New Folder. 

Move Records into a Folder

  1. Select a record from the records list.
  2. Drag and drop the record into the folder.
  3. Select one of the following options:
    • Move to move the record into the folder.
    • Create Shortcut to allow the record to appear in multiple folders while remaining linked to the same record.

Delete a Folder or Subfolder

  1. Right-click the folder or open the folder options menu.
  2. Select Delete.

Create and Manage a Shared Folder

Video Tutorial: How to Create a Shared Folder and Manage User Permissions

Create a Shared Folder

  1. Select the Create New button.
  2. Select Shared Folder.
  3. Enter a name for the shared folder.
  4. Configure the default User Permissions and Record Permissions.
  5. Select Create.

Add Records to a Shared Folder

  1. Select a record from the records list.
  2. Drag and drop the record into the folder.
  3. Select one of the following options:
    • Move to move the record into the folder.
    • Create Shortcut to allow the record to appear in multiple folders while remaining linked to the same record.

Add Users to a Shared Folder

  1. Open the shared folder.
  2. Select the Users tab.
  3. Enter the email address of the Keeper user.
  4. Select Add.

You can also select users from your Keeper contacts list.

Remove Users or Records from a Shared Folder

  1. Open the shared folder.
  2. Select the checkbox next to the user or record.
  3. Select Delete.
  4. Select Save to apply the changes.

 Still need help? Contact IT Support Services for further assistance.
  
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