Step 1 – Open the Folders View
From your SOP dashboard, click the folders icon to switch to folder view.
If you want folders to be your default view every time you log in, turn on the toggle to set it as default.
Step 2 – Create a New Folder
Click New Folder, give it a name, and you’re done.
Your new folder is ready to use straight away.
Step 3 – Add SOPs to Your Folder
Inside any folder, you have three options:
- Add existing SOPs to the folder
- Create a brand new SOP directly inside it
- Create a subfolder to organize by a second level – such as by machine type, process area, or shift
Step 4 – Drag and Drop SOPs
You can drag and drop SOPs into folders the same way you would move files in Windows.
This makes it quick to reorganize your SOP library without having to open and edit individual documents.
Step 5 – Navigate Between Folder Levels
When you’re working across multiple folder levels, use the breadcrumb trail at the top of the screen to move back up through the structure.
This keeps navigation simple no matter how many subfolders you’ve built out.
Step 6 – Generate a QR Code or Link for a Folder
Any folder can have its own QR code or shareable link.
This is particularly useful on the shop floor. For example, you can attach a QR code to a machine and link it directly to the folder that holds all the relevant SOPs for that piece of equipment. Operators scan it and land straight on the right standard work – no searching required.
