---
title: "Folders: 12d Synergy Web and Mobile Apps"
slug: "folders12dsynergywebandmobileapps"
updated: 2026-02-23T03:55:15Z
published: 2026-02-23T03:55:15Z
canonical: "help.12dsynergy.com/folders12dsynergywebandmobileapps"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Folders: 12d Synergy Web and Mobile Apps

Folders are a collection of files and subfolders. You can create folders that contain only files of specific data types. These folders can inherit the attributes and permissions from their parent entity (folder or job).

#### Managed folders

You will see some folders displayed in blue![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/mf(1).png). These folders are called **managed folders**. A managed folder contains files and/or subfolders, and if you want to update any of them, the entire folder must be checked out. However, you cannot check out a managed folder using the 12d Synergy Web App. It can only be done in the 12d Synergy Client application.

You can [raise issues on a managed folder](/v1/docs/v6issuesinwebapp#112-from-the-issues-tab-of-a-managed-folder-or-a-12d-model-folder), but not on a regular folder.

> [!NOTE]
> To know more about managed folders, please see [Managed Folders](/v1/docs/v5managed-folders).

### 1.1. How to Create a New Folder

You can create a folder under a job or under a folder (subfolder).

> [!NOTE]
> You cannot create [managed folders](/v1/docs/v5folders#managed-folders) from the 12d Synergy Web application.

1. Do one of the following:
  - **To create a folder under a job**, do the following:
    1. Select the job under which you want to create a new folder.

Depending on the size of the browser or if you are using the 12d Synergy Mobile App, this option is displayed either as a selection option below the 12d Synergy ribbon or as a **Create New** **> Folder** option in the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/folderscopyfolders.doc-image-jcia3s81.png)menu at the bottom-right of the page.

The Job view is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/jv.png)
    2. Click the **Create New ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/folderscopyfolders.doc-image-s6gxrryp.png)** icon and select the **Folder** option. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/newf.png)

The **Create folder** dialog box is displayed. The name of the selected parent job is displayed in the **Parent job** field. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/Create folder.png)
  - **To create a folder under a folder**, do the following:
    1. Select the folder under which you want to create a new folder.

Depending on the size of the browser or if you are using the 12d Synergy Mobile App, this option is displayed either as a selection option below the 12d Synergy ribbon or as a **New Folder** option in the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/folderscopyfolders.doc-image-oguezl4a.png)menu at the bottom-right of the page.

The Folder view is displayed accordingly. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/image(111).png)
    2. Click the **New Folder** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/folderscopyfolders.doc-image-ojeup1pr.png) button. The **Create folder** dialog box is displayed. The name of the selected parent folder is displayed in the **Parent folder** field. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/Create folder1.png)
  - **To create a folder using a template folder**, do the following:

This option is displayed only if your 12d Synergy Administrator selects a template job in the **12d Synergy Administration application > System Settings tab > Folder template job** setting.
    1. Do one of the following:
      - To create a folder under a job, click the required job, click the **Create New ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/folderscopyfolders.doc-image-rkubb40z.png)** icon and select the **Folder From Template** option.
      - To create a folder under a folder, click the required folder and select the **Operations > New Folder from template**option. The **Create folder from template** dialog box is displayed.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/folder2.bmp)
    2. Enter a name for the new folder in the **New folder name** field.
    3. Click the **Next** button. The template job(s) or folder(s) in the template job set by your 12d Synergy Administrator is/are displayed.
    4. Select the job (if needed) and then the folder based on which you want to create a new folder.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/folder1.bmp)

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/folder3.bmp)

> [!NOTE]
> You can read more about Folder Templates and their creation [here](https://help.12dsynergy.com/docs/foldertemplates).
    5. Click the **Submit** button. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/folderscopyfolders.doc-image-nc1vq6pt.png) The new folder is created from the selected folder template under the selected job. The files, attributes, and permissions of the template folder are copied to the new folder.
2. Enter a name for the new folder in the **New folder name** field. (This step is displayed only when you want to create a new folder under an existing job or folder.) The **Create** button is enabled.
3. Do any of the following:
  - Select the **Inherit permissions from above** checkbox if you want the new folder to inherit permissions from the above job/folder.
  - Select the **Inherit file and change attributes from parent**checkbox to inherit the file and change the attributes from the parent job.
  - Select the **Inherit file naming rules from above** checkbox to inherit the file naming rules from the above job/folder.
  - Select the**Is a federated model folder** checkbox to mark the folder as one that houses related IFC files and IFCzip files. You can [visualise such a folde](/v1/docs/clone-views#1how-to-visualise-an-ifc-or-ifczip-file)r in the Model Viewer, where all files and zip files together constitute a complete model.
4. In the **Add file** types field, enter the extensions of the file types that can be used in this folder. If no extensions are mentioned, then all file types are permitted.

To exclude files of a specific type, enter an exclamation mark before the file type. For example, entering **!.xls** in the Add file types field would mean that Excel Spreadsheets cannot be worked upon in this newly created folder.
5. Click the **Create** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/folderscopyfolders.doc-image-pnaj00ct.png) button. A new folder is created.

### 1.2. How to Move a Folder

> [!NOTE]
> You cannot move a [managed folder](/v1/docs/v5folders#managed-folders) using the 12d Synergy Web application.

1. Select the folder you want to move. The **Folder**view is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/image(112).png)
2. Select the **Operations > Move folder** option.

Depending on the size of the browser or if you are using the 12d Synergy Mobile App, this option is displayed either as a selection option below the 12d Synergy ribbon or as an option in the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/folderscopyfolders.doc-image-26mk5blw.png)menu at the bottom-right of the page.

The **Select a 12d Synergy Job or a 12d Synergy Folder** dialog box is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/Select Job and Folder.png)
3. Select the job and/or folder into which you want to move the folder you are in.

  - To view the tree structure of jobs and folders for easy navigation, click the **Show Tree** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/folderscopyfolders.doc-image-uaj7dumx.png) icon.
  - To move the folder to a job and/or folder in a different job, click the **Change Job** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/chGJOB.png) icon to search for the required job.
  - You can add a new folder in the job or folder you are viewing in the **Select a 12d Synergy Job or a 12d Synergy Folder** dialog box, using the **New Folder** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/newfolder.png) icon.
4. Click the **Select** button. The folder is moved to the new location you have selected. This means the folder is no longer at its original location.

### 1.3. How to Copy a Folder

> [!NOTE]
> You cannot copy a [managed folder](/v1/docs/v5folders#managed-folders) using the 12d Synergy Web application. However, you can select the required files from the managed folder and copy them to the desired location.

1. Select the folder you want to copy. The **Folder**view is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/image(113).png)
2. Click the **Operations > Copy folder** button.

Depending on the size of the browser or if you are using the 12d Synergy Mobile App, this option is displayed either as a selection option below the 12d Synergy ribbon or as a **Copy Folder** option in the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/folderscopyfolders.doc-image-llvpp0kv.png)menu at the bottom-right of the page.

The **Folder Copy** dialog box is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/folderscopyfolders.doc-image-8er2m4d9.png)
3. Select one of the following options:
  - **Same name** – Use the same name for the copied folder.
  - **New name**– Enter a new name for the copied folder in the **New folder name** field and click the **Next** button. The **Folder Copy** dialog is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/FOLDERCOPY.png)
4. Select the job and/or folder into which you want to copy the folder you are in.

  - To view the tree structure of jobs and folders for easy navigation, click the **Show Tree** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/folderscopyfolders.doc-image-qa7xsd2f.png) icon.
  - To copy the folder to a job and/or folder in a different job, click the **Change Job** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/chGJOB(1).png) icon to search for the required job.
  - You can add a new folder in the job or folder you are viewing in the **Folder copy** dialog box, using the **New Folder** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/newfolder.png) icon.
5. Click the **Submit** button. The folder is copied to the new location you have selected. This means the folder is now present in both the original location and the newly selected location.

### 1.4. How to Download a Folder

> [!NOTE]
> You can also download a [managed folder](/v1/docs/v5folders#managed-folders) using the 12d Synergy Web application.

1. Select the folder you want to download.
2. Click the **Download Folder** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/folderscopyfolders.doc-image-ylohzpal.png) button.

Depending on the size of the browser or if you are using the 12d Synergy Mobile App, this option is displayed either as a selection option below the 12d Synergy ribbon or as a **Download** option in the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/folderscopyfolders.doc-image-9erjuxmq.png)menu at the bottom-right of the page.

The following two options are displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/folderscopyfolders.doc-image-ak38l0rr.png)
3. Do one of the following:

- Select the **This folder only** option to download the selected folder.
- Select the **This folder and subfolders** option to download the selected folder along with its subfolders. The selected option is downloaded to your system’s **Downloads**folder.

### 1.5. How to Rename a Folder

> [!NOTE]
> You cannot rename a [managed folder](/v1/docs/v5folders#managed-folders) using the 12d Synergy Web application.

1. Select the folder you want to rename.
2. Click the **Operations > Rename Folder** button.

Depending on the size of the browser or if you are using the 12d Synergy Mobile App, this option is displayed either as a selection option below the 12d Synergy ribbon or as a **Rename Folder** option in the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/folderscopyfolders.doc-image-xonqxiwz.png)menu at the bottom-right of the page.

The **Rename Folder** dialog box is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/Rename Folder.png)
3. Enter the new name for the folder in the field provided.
4. Click the **Save** button. The folder is renamed.

### 1.6. How to Create a Link to a Folder

You can create a link to a folder by following this [procedure](https://help.12dsynergy.com/docs/v5createlink).
