Folder manager for sources, reconciliations and dashboards

Simetrik users will be able to organize their work and have a better experience when locating a resource.

How to create a folder?

Step 1 - Open de desired menu

To create folders, you must click in the New Folder button in any of the menus (Reconciliations, Sources or Dashboards).

Step 2 - Assign a name to the folder

Assign a name to the folder and click enter. To confirm that the name is available, a green check will appear, otherwise, a red one will.

Folder creation

To change the name of the folder, you need to hover over the resource and in the options on the right click on the Edit icon and the space to modify the name will be enabled.

Edit name of the folder

Send folders to the trash

Step 1 - Click the trash icon

To archive a folder, you need to select the folder and on the far right you will find the trashicon.

Send to trash

We click on it and a pop up will appear to cancel the action or delete the folder. Click on Confirm.

Confirm action

Remember

If the selected folder is not tied to a process it will be deleted correctly, otherwise a pop up will open with a warning and a list of processes to which the folder you want to eliminate is attached. You will need to delete everything inside the folder in order to delete it.