Folders: Organization and Content In One

Read more about folders to get a feel for how you might use them. Whenever you’re ready to make some of your own, you’ll find the process is quite similar to document creation.

Within the Crystallize PIM user interface, click the Catalogue button on the left side of the screen. From here, click either the Folder button in the center of the screen or the Create+ button at the bottom.

Here, you’ll see all of the folder shapes that have been defined within your tenant. Click on a shape to see all of its components, or use the Expand all shapes toggle to view all components for every shape.

Click on a shape to select it, type in a name for your folder at the top of the screen, then hit Enter or click Create.

Adding content to a folder is simply a matter of populating its components. These components come from your folder shape and may contain placeholders for text, images, videos, properties tables, related items, and more. Hover your mouse over each component’s name to see the description that was specified for it (if any). Refer to our documentation on components if you need information about any specific component.

As you enter or edit information, all changes are automatically saved, but they won’t be made publicly available until you click the Publish or Publish changes button at the top of the screen. For items contained within one or more folders, those folders must be published, along with the items themselves, to make the items publicly available.

To edit a folder, you need to hover your mouse over the folder until a pencil icon appears, then click on that icon. If you simply click on the folder, you will browse into it instead.

If you have one or more frontend previews set up for your tenant, you can have a look at what your folders will look like within these environments before changes are published. From the View drop-down menu at the top of the screen, choose Preview. Refer to our frontend preview documentation for more info.

If you’ve defined multiple languages within your tenant, there will be a translation of your folder for each of these languages. You can switch between different translations using the Language drop-down at the top of the screen. Refer to our Configuring Languages page for more information.

To delete a folder, click the (...) button at the top of the screen and choose Delete. Once a folder is deleted, it’s gone for good, along with any other folders, documents, or products it may have contained. Proceed carefully with deletion.