Folders

Whether you're in the BrightView user interface or the Revere Message Center, your contact lists will be held in at least one folder. Depending on your access in the system, you may see many folders or just a couple of them. In this article we will explain how those folders are initially created and how to use folders to organize your BrightArrow lists. 

What are folders? 

Folders are the bubbles at the top of your lists page that contain your lists. There are two basic types of folders. User folders are created by your administrator when they create your user login or a user group that you login to. Personal folders are folders that you can create and use to help you keep your lists organized. There is no limit to the number of folders you can have. 

User folders

When your organization's superadmin creates a new individual user or user group, the user folder is created. Those are the folders the associated user will see even if they don't create any folders for themselves. All users will have at least one user folder in their My Lists (BrightView) or Contact Lists (Revere Message Center). User folders can only be managed or deleted by your organization's superadmin.

Some users will have just one user folder, others will have many. For example, a teacher who is set up in BrightArrow as an individual user may start out with just the one folder for their class lists. Conversely, the superadmin has access to all users and user groups, and therefore they have access to all folders for the whole organization. 

Personal folders

Regardless of your access level in BrightArrow, you can create as many personal folders as you wish. These folders are not shareable and can only be viewed by you and any system administrators who have access to your BrightArrow account. Personal folders are there to help you organize your lists so you can easily find the lists you use regularly. 

How to create a new folder

If you are a superadmin needing to create a new User Folder, see here. The user group or individual user you create using those instructions will automatically generate the new user folder. 

To create a personal folder in BrightView, see here. To create a personal folder in the Revere Message Center, follow the instructions below: 

1. In the Revere Message Center, go to Contact Lists. 
2. In the row at the top of the page that shows all of your folders, click the button to create a New Folder. 

3. The New Folder window will open. Enter a name for your new folder and click Create Folder. 

4. You will now see your new folder in the row of your folders at the top of the page. 

How to add a list to a personal folder

Personal folders allow you to stay more organized and find your lists more efficiently. After you've created your personal folder(s), you can add as many lists to a folder as you'd like. When you add a list to a personal folder, you will then see it in your main "user folder" and also in the personal folder you just added it to, so you will be able to find the list in both folders moving forward. This way, you can always find all of your lists in your main user folder, but you can use your personal folders to find that list more easily. 

For help adding lists to a personal folder in BrightView, see here. To add lists to a personal folder in the Revere Message Center, follow the instructions below: 

1. In the Revere Message Center, hover over the list that you want to add to your personal folder. 3 vertical dots will appear. If you are in the grid view, the dots will appear in the upper right. If you are in the table view, the dots will appear in the far right of the row. Click the 3 vertical dots, then click "Add to Folder."

2. In the "Add List to Folder" pop-up window, use the drop-down arrow to find the folder you want to add your list to. 

3. Choose your list then click Add to Folder. 

4. Your list is now in the folder you selected. Click on the respective folder to open it to see the lists in it. 

5. Note that the list will still be in the original folder (your user folder) too. If you want to add the list to any other folders, simply repeat the steps above. 

Removing a list from a folder

If you want to remove a list from a folder, you can easily do that. Using the steps below, you will remove the list from your personal folder but it will still remain in your main "user folder" so you can still access it. 

1. In the Revere Message Center > Contact Lists, click on the folder you would like to remove the list from.

2. Hover over the list you want to remove. 3 vertical dots will appear. If you are in the grid view, the dots will appear in the upper right. If you are in the table view, the dots will appear in the far right of the row. Click the 3 vertical dots, then click "Remove from Folder."

3. A window will pop-up to ask you to confirm that you would like to remove the list from that folder. Click Remove. 

4. The list will no longer be in that folder. You can find it again in your main "user folder" if needed. 

Can I access my folders in the app?

In the ParentHub app, you can access all of the same folders you have set up in the web version of BrightArrow. Although you cannot create a new folder from within the app, any folders that you already have will be available for you to use. 

1. Login to the ParentHub app
2. Tap the Create & Send tab
3. Locate the "Folder" option in the upper-right and tap on it

4. In the "Choose Folders" pop-up window, use the drop-down arrow to select the folder you wish to view. You will see all of your personal folders and all of your user folders if you have multiple. 

5. With your preferred folder selected, click OK. Note that your folder selection will be saved until you change it again, so the next time you go to the Create & Send tab that folder will still be selected (until you choose a different one).