How to Organize Meetings in Folders

Sally lets you organize your meetings in folders so you can group related recordings and summaries. Folders help you quickly find meetings by project, client, or topic, instead of scrolling through a long list. You can keep folders private or share them with individual colleagues and entire teams.

Three types of folders

• "My folders": Folders you created yourself.
• "Shared with me": Folders other people have shared with you.
• "Teams": Folders shared with an entire team.

Quick navigation

1. Set up and manage a folder
2. Create a team for shared folders
3. Find folders shared with you

1. Set up and manage a folder

Setting up your own folder happens in three steps: you create the folder, optionally build a structure with sub-folders, and then add your recordings. You can revisit and adjust any of these steps at any time.

1.1. Create and share a folder

1. In the left sidebar, click Folders and then click Create folder under "My folders".

Figure 1: Open the folder overview and create a new folder

2. In the Add folder dialog, enter a clear title and, optionally, a description. The description helps you and your team quickly understand the folder's purpose later on.

3. (Optional) Under Share with, share the folder directly with individual people or teams. For each person or team, choose a permission:

   • Can view: the person can open the folder and all contained recordings.
   • Can edit: the person can additionally add recordings, remove them, and create sub-folders.
   • Remove: revokes access for that person.

Sharing can be changed at any time

You can adjust a folder's members and permissions at any time, even after the folder has been created. Add people, change their permissions, or revoke access later via the folder's settings.

4. Click Create to save the folder.

Figure 2: Set title, description, and optional sharing for the new folder

5. The new folder appears under "My folders". From there, you can open, rename, or edit it anytime.

Figure 3: The new folder appears in the folder overview

1.2. Add sub-folders

For finer structure, you can create sub-folders inside any folder, for example per quarter, project phase, or client.

1. Under "My folders", click the folder you want to structure further to open it.

Figure 4: Open the folder you want to work in

2. Inside the opened folder, click Add folder in the "Folders" section.

Figure 5: Create a sub-folder inside an existing folder

3. Enter a title and, optionally, a description. You can also share sub-folders directly with people or teams via Share with.

4. Click Create.

Figure 6: Enter title and description for the sub-folder

The sub-folder appears inside the parent folder and is ready to use immediately.

Figure 7: The sub-folder appears directly inside the parent folder

1.3. Add recordings to a folder

1. Open the folder where you want to place recordings and, in the "Recordings" section, click Add recording.

Figure 8: Add recordings to the folder

2. Enter a search term to find the right recording. You can also use the Participants and Time range filters or the Relevance sort order to narrow down the results.

3. Click Add next to each recording you want to include. You can add multiple recordings in one go.

4. Once all recordings are assigned, click Done.

Figure 9: Search for recordings and add them to the folder

Multiple folders per recording

A recording can live in several folders at once. This lets you place the same meeting into both a project and a client folder, for example, without duplicating it.

2. Create a team for shared folders

If you regularly share folders with a fixed group, it is worth creating a team. All team members then automatically gain access to folders shared with that team.

1. In the left sidebar, open Folders and click Manage teams in the "Teams" section. Alternatively, you can reach the teams overview via Administration > User management > "Teams" tab.

Figure 10: Jump directly to team management via the Manage teams button

2. Click + New in the top right to create a new team.

Figure 11: Create a new team in User management

3. Enter a name for the team and, optionally, a code for internal identification (for example, a cost center or department number).

4. Use Add user to add the desired team members. You can add more people or remove members later at any time.

5. Click Add to save the team. The team then shows up in the Share with field when you create or edit folders.

Figure 12: Create a team with a name and members

Who can manage teams?

Teams are created and maintained in User management, which is typically only accessible to admins. If you cannot create a team yourself, contact an admin on your account.

3. Find folders shared with you

Folders that other people have shared with you appear under "Shared with me". Team folders additionally appear under "Teams".

1. Open the "Folders" section in the left sidebar.

2. Scroll to "Shared with me" or "Teams" to see the folders you have access to. As soon as someone shares a folder with you, it appears here automatically.

Figure 13: Shared folders appear under Shared with me