Create and organize content

Create Library content from the folder where it should live. The actions you see depend on the current Library source, the folder you are viewing, your folder role, and which workspace features are enabled.

Choose the destination first

Before creating anything, open the Library source and folder where the item belongs. New folders, Guides, Forms, Courses, References, and uploaded files are created in the current folder.

If you are not sure where something belongs, create or open a folder for that topic, team, person, program, or collection first. Keeping related items in the same folder makes search results and sharing easier to understand later.

Create from the Library menu

Use Create in Library when it is available. The menu can include:

• New Folder for organizing related Library content.
• New Course or Reference for learning or reference material.
• New Guide for step-by-step care instructions.
• New Form for structured responses or repeatable intake.
• Upload Files for documents and assets stored in the current folder.

If an option is missing, you may be in a read-only folder, a workspace where that content type is unavailable, or a source where you do not have permission to create that item.

Import or upload existing content

Use Upload Files or drag files into a writable folder to add documents from your device. Uploads may show progress and processing states before every file action is available.

Use More Library actions for import options when they are available, such as importing a Form or Guide package into the current folder.

Organize existing items

Use item action menus to rename, move, duplicate, favorite, publish, share, or delete items when your role allows those actions. Move and duplicate flows ask you to choose a destination folder. Read-only folders cannot be selected as destinations, and CareMap prevents unsafe folder moves such as moving a folder into itself or into one of its child folders.

Use View Options to switch between Grid, List, and Compact displays or hide content types while you organize. Display choices and filters only affect what you see on your device; they do not move, delete, or unshare content.

If you cannot create or organize

Try these checks:

• Confirm you are in the right Library source and folder.
• Ask a folder owner for Owner or Read-write access if the folder is read-only.
• Reset hidden content type filters in View Options.
• For uploads, make sure the workspace has enough storage allowance.
• Refresh Library if the item was just created, moved, imported, uploaded, or shared with you.