Creating folders
To create new folders in Content Server, follow the quick steps below or download the detailed guidance at the bottom of this page.
Quick steps
- navigate to the location where you wish to add the folder
- click on the Add Folder button
- give the folder a name in the Name field and click on the Add button
You can store email in normal folders, but if you create an email folder it will show extra information such as From, To, Received date, etc. This can make finding emails easier.
Download the guidance on creating email folders at the bottom of this page.
Saving email
If you want to keep emails for longer than 90 days, you must save them into Content Server.
You should save all email containing important information relating to our work in Content Server so you can find in the future. Examples of emails which you must save because they are more likely to be required for legal, accounting or auditing purposes are:
- all communications with supplier, commissioners and local authorities regarding contracts, contractual terms, service arrangements, service expectations, service reviews, performance matters, staff issues, appraisals etc.
- internal communications about any of the above
- all communications related to health and safety – whether internal or external
- protection, safeguarding, safety and health of all children and young people
- employee appraisals, training, objectives and disciplinary actions – both employees and line managers should save these emails
- escalation of issues, especially about the safety and protection of a child and young person
- agreements with sponsors and donors
Download the full user guide to saving email below.
The quickest way to save a new email to a Content Server folder is is using the send-and-save option. Download the guidance below.