> ## Documentation Index
> Fetch the complete documentation index at: https://docs.insight.nobly.dk/llms.txt
> Use this file to discover all available pages before exploring further.

# Dynamic folder views

> Build metadata-driven folder views with visibility groups, subfolders, name rules, and a preview of the resulting structure.

## Prerequisites

Open **Admin settings → Search → Folder views**. You need `client.folder-trees.view` to inspect definitions or `client.folder-trees.manage` to maintain them.

Folder views group existing documents by a driving keyword, such as Customer number. They are a way to browse related content, not a separate copy of the documents.

## Configure the root folders

Create a view with a name, description, enabled state, and at least one visibility group. Choose the driving keyword and the document-type scope. Pick a value shared by related documents; a unique invoice number can create an impractically large set of one-document folders.

Configure the folder name and where its name values come from. A reference document type can resolve disagreements when several document types carry different names for the same grouping value.

Visibility groups decide who is offered the view; underlying document permissions still apply. A security-masked keyword used to drive or label a folder can hide the whole view from users without the **Access Encrypted Keywords** privilege, because the folder's value is also its address.

<Frame caption="Start a folder view by selecting its driving keyword and document scope; then configure subfolders and preview.">
  <img src="https://mintcdn.com/nobly/vtIE7VxmxD31SQoh/images/guides/folders.png?fit=max&auto=format&n=vtIE7VxmxD31SQoh&q=85&s=532204395154e2d78d67de4386794a7d" alt="Start a folder view by selecting its driving keyword and document scope; then configure subfolders and preview." width="1440" height="1000" data-path="images/guides/folders.png" />
</Frame>

## Add subfolders and relationships

A subfolder narrows the root folder to selected document types. Give each one a name and review how its documents relate to the driving value:

* **Direct match**: use the same keyword as the root folder.
* **Join keyword**: use another keyword holding the same value, such as Buyer number instead of Customer number.
* **Bridge via**: select a document type connecting two keys. For example, an order confirmation holding both Customer number and Order number can connect a customer's folder to delivery notes carrying only Order number.

The bridge must describe a real metadata relationship. Test both matching and missing relationships before relying on the view.

## Preview and save

Configure grid columns and sorting, then run **Preview**. Review the estimated folder count, sample names, and warnings. Resolve errors that would make the view unbrowsable before saving.

Open the saved view as a member of one visibility group and verify root and subfolder contents. Also test an account outside the group. If results are missing, check document-type scope, join values, bridge documents, and document rights before changing the name rule.

The administration list also offers synchronization of existing folder definitions. Review its confirmation and created/updated/skipped results before assuming it copied everything.

## Where to read next

<Card title="AI Search introduction" icon="magnifying-glass" href="/ai-search/introduction" horizontal>
  Learn how Nobly AI Search works, how results are ranked and scored, and how to get the best results.
</Card>

<Card title="Document types and keywords" icon="tags" href="/configuration/introduction" horizontal>
  Maintain the metadata that searches and folder relationships depend on.
</Card>
