# How to Edit, Rename, or Delete Folders in ATZ CRM

> Edit, rename, delete, and create folders in ATZ CRM so candidate and job-related records stay organized without deleting the underlying records.

Source: https://atzcrm.com/help/applicant-tracking-system-ats/ats/edit-rename-delete-folders/

ATS

# How to Edit, Rename, or Delete Folders in ATZ CRM

Edit, rename, delete, and create folders in ATZ CRM so candidate and job-related records stay organized without deleting the underlying records.

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Quick Answer

Open the Jobs section, use the top-left menu, select View/Add Folder, then edit, rename, delete, or add folders from the folder management panel.

## What Folder Management Does

Folders in ATZ CRM help your team organize records into focused groups. You can rename folders as workflows change, delete folders that are no longer needed, and create new folders for campaigns, roles, sources, or shortlists.

## Open Folder Options

1.  Go to the **Jobs** section in ATZ CRM.
2.  Open the top-left menu.
3.  Select **View/Add Folder**.

## Edit or Rename a Folder

From the folder management panel, choose the folder you want to update and edit its details.

## Delete a Folder

Choose **Delete** from the folder menu and confirm the deletion when prompted.

Deleting a folder is irreversible, so confirm that the grouping is no longer needed before deleting it.

## Add a New Folder

Use the **Add** button in the folder section.

Enter the folder details and select **Add**.

## Use Cases

### Campaign Shortlists

Create folders for candidate campaigns, outreach lists, or client shortlists.

### Team Organization

Rename folders as priorities shift so teammates understand what each folder is for.

### Cleanup

Delete old folders that no longer support active work.

## Troubleshooting

### I Cannot Find Folder Options

Open the Jobs section and use the top-left menu to access folder management.

### Delete Option Is Missing

Check your permissions or whether the folder can only be changed by its owner or an admin.

### Folder Name Is Confusing

Rename it with a clear naming convention, such as client, role, campaign, or date.

## Frequently Asked Questions

### Can I recreate a deleted folder?

Yes, you can create a new folder with the same or similar name, but deleted folder membership may need to be rebuilt.

### Should folders replace stages?

No. Use stages for pipeline progress and folders for grouping or organizing records.

### Can folders be shared?

Folder sharing depends on the folder settings and account permissions.

## Related guides

[Use Folders for Managing Records](https://atzcrm.com/help/applicant-tracking-system-ats/ats/use-folders-manage-records/) [Bulk Update Records](https://atzcrm.com/help/coreops/common-operations/bulk-update-records/) [Add Candidates Manually](https://atzcrm.com/help/candidate-management/candidates/add-candidates-manually/)

Need help?

## Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

[Request demo](https://calendly.com/armaan-atzcrm/30min) [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY)

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