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Creating a Site: Getting Started Guide

Creating a site in Clear Ideas is the first step to organizing your content and enabling collaboration. A site acts as a container for your files and folders, with customizable settings and access controls.

Step-by-Step Guide

1

Select "New Site"

  • Start by clicking the "New Site" button in the app interface. This button appears in the main navigation or on the sites page.
  • A dialog will open prompting you to enter a site name.
  • Note: If you've reached your account's site limit, you'll see a message indicating you need to upgrade your subscription to create more sites.
2

Enter a Site Title

  • Provide a meaningful name for your site (up to 100 characters) that reflects its purpose or the audience it will serve.
  • The site name is required and helps in easy identification and organization.
  • Click "Create New Site" to proceed. The site will be created and you'll be automatically navigated to the new site.
3

Create Folders

  • Once your site is created, organize your content by clicking the "New Folder" button.
  • Name each folder according to its intended contents or project scope to maintain a logical organizational structure.
  • You can create nested folders by creating a folder inside another folder, allowing for hierarchical organization.
4

Upload Files

  • Use the "Upload" button to add files to your site. You can:
    • Click the Upload button and select files from your computer
    • Drag and drop files directly onto the Upload button
    • Drag and drop files into any folder visible in your current view
  • Multiple files can be uploaded at once.
  • Upload progress is shown during the process, and files are automatically indexed after upload.
5

Adjust Settings

  • Navigate to the Settings tab to customize your site. Here, you can:
    • Change the site's privacy setting to Public or Private
    • Manage notification preferences and other site-specific configurations
    • Configure AI features, branding, numbering, and more
  • Settings can be adjusted at any time after site creation.
6

Organize Content

  • Arrange the uploaded files and folders to ensure they are in the desired order.
  • In List View, you can drag and drop items to reorder them (requires Editor role or higher).
  • Use the sort feature for additional organization, especially before setting up hierarchical numbering.
  • The order you set will be preserved and visible to all site members.
7

Review and Finalize

  • Review your site's organization and settings to ensure everything is configured correctly.
  • Verify that files are in the correct folders and properly named.
  • Check that site settings match your intended privacy and collaboration preferences.
  • Once satisfied, you're ready to share the site with users or make it public.

Site Creation Tips

Naming Your Site: Choose a clear, descriptive name that helps you and your collaborators quickly identify the site's purpose. Site names can be changed later in settings.

Account Limits: Free accounts have limits on the number of sites you can create. If you reach your limit, you'll need to upgrade your subscription or delete unused sites to create new ones.

Templates: Consider using a template when creating your site for industry-specific folder structures. See Create a Site with a Template for more information.

Initial Setup: It's easier to organize content before sharing your site. Set up folders, upload files, and configure settings before adding users or making the site public.

By following these steps, you will successfully create a well-organized site in the Clear Ideas App, setting the stage for efficient collaboration and content management.