# Performing Common Actions
#### ✅ Create a Virtual Folder
Follow these steps to create a new folder:
1. Select the project from the drop-down.
2. Click the **"Create Virtual Folder"** button.
3. Name your folder in the next pop-up window and select items to group under it.
4. Type a tag and click **Add. Note:** You can add multiple tags to a folder. Tags will help you classify your folders and may give info about the docs in the folder.
5. Select the Visibility options from the given checkboxes:
1. Public: Your folder is visible to all.
2. You must select the committee if you check **All Committee Members of** checkbox.
3. If you want to give access to your meeting participants, select the Meeting(s) from the dropdown.
4. If you want only the voting members of a specific committee to have access to this folder, then check the 'Only Voting Members of' box.
6. Click **Create** to create a virtual collection of documents from different folders.
#### 📎 Add a Document Reference
1. Select the folder in which you want to add a doc reference.
2. Click **"Add Doc Reference"**.
3. On the **Create a Document Reference** page, complete these steps:
1. Enter the valid document name
2. Provide the document link and add the Tags.
3. Under visibility, if you check `Inherit` checkbox, the reference will have the parent folder access properties, and other options will be grayed out.
4. Click **Create** button**.**
5. The reference doc link will appear in your current folder for easy access.
#### 📌 Pin a Folder or File
1. Hover over the item you want to pin.
2. Click the **pin icon** to move it to the **Pinned** section for quick access. This is only possible if you have project admin user rights. Keep in mind that this all users will see the same pinned project documens.
#### 🔄 Refresh Document View
* Use the **"Refresh"** button to reload your current view and fetch the latest changes.
### ⋮ Overflow Menu Actions
Clicking the **three-dot (⋮) overflow menu** on any file or folder opens a set of quick actions:
| Option | Description |
| -------------------------- | ---------------------------------------------------------------------- |
| **Edit** | Modify the document title, description, or tags. |
| **Move to Virtual Folder** | Add the item to a virtual folder without moving its physical location. |
| **Unpin Resource** | Remove the item from your pinned list (only visible if pinned). |
| **Copy Link** | Generate and copy a shareable link to the document. |
| **Properties** | View detailed metadata (e.g., size, tags, created date). |
| **Delete** | Permanently remove the item from the Drive (with confirmation). |
> ⚠️ *Note: Deleting a document reference is irreversible, but the original document will not be affected by this action.*
.png?alt=media)
