A default folder is where your new documents go when you create one without choosing a place. You can keep one for each of these, listed under New documents that open as:
- Diagrams: documents that open in Diagram mode.
- Whiteboards: documents that open in Draw mode.
- Illustrate pages: documents that open in Illustrate mode.
- Plan boards: documents that open in Plan mode.
- Event Storming boards.
- Retrospectives: documents made from any retrospective template.
- Kanban boards: documents made from the Kanban template.
A document goes to the most specific default that fits it: an Event Storming board's default first, then a retrospective's or a Kanban board's, then the one for the mode it opens in. So a retrospective goes to your Retrospectives folder even if you also have one for Diagrams. With none set, it lands in My documents. Your defaults are your own: teammates choose theirs. Default folders are stored with your account or guest identity, not in the browser.
Setting a default from a folder
Open a folder's menu (its ⋯ button, or right-click the folder) and choose Use as default for. Under New documents that open as, tick the kinds of document that should land there; the list stays open so you can tick several in one go. Each kind points at one folder, so ticking it here moves it from wherever it was; unticking it sends those documents back to My documents.
My documents has the same menu: a ticked entry there means those documents land in My documents. Choosing an unticked one clears its default folder.
You can use a team's folders too, as long as you are a member of the team. A team's own top level cannot be a default: create inside the team to put a document there.
Seeing your defaults
A folder that is one of your defaults shows a small mark after its name, in the sidebar, the Explorer's lists and cards, and the editor's Explorer panel: the icon of each kind it receives (two at most, then +N). Hover it to read, for example, "Default folder for new whiteboards".
When you create a document
On the New Document wizard's Location step, the folder for your template is chosen for you and the step says why, for example "Whiteboards go to Workshops by default". The folder list opens right where that folder is, with it selected, so what you see is where the document goes; the back button above the list takes you up to My documents and your teams. Change default picks another folder for next time too.
- Starting from inside a folder or a team keeps you there: that folder wins over your default.
- Choosing My documents itself puts the document there on purpose.
- When you choose a different folder, turn on Always save whiteboards here (the wording follows your template) to make it the new default.
Skipping the Location step
If every new document goes to the same place, turn on Always save new documents in … and skip this step at the bottom of the Location step, then press Create. It names whatever you have selected: a folder, My documents, a team or a team folder, or Local Browser.
From then on the New Document wizard has a single step: choosing a mode, or pressing Create, makes the document straight away in that place. A line above the buttons says where it is saving; Change opens the Location step for that one document without turning the setting off. Starting from inside a folder or a team still puts the document there. If the saved folder has been deleted, or belongs to a team you have left, the wizard shows the Location step again so you can pick another place.
In Settings
Settings > Documents starts with Always Save in One Place, which says On and where new documents are saved while it is on. Turn Off brings the Location step back.
Below it, Default Folders lists every kind with the folder it goes to, or My documents. Change picks a folder; Clear sends that kind back to My documents.
If a default folder has been deleted, or belongs to a team you have left, the row says so, for example "Workshops (deleted), using My documents", and new documents go to the next default that fits, or My documents. Deleting a folder that is one of your defaults warns you first.
Defaults only decide where a new document starts. Moving a document later, or changing a default, never moves documents you already have.
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