Using Folders

Folders help Team Plan customers organize and share full calls (recordings, transcripts, and summaries) in one place.

Folders are not currently available on individual Free or Premium licenses.

Folders and playlists both help you organize content in Fathom, but they’re built for different use cases:

• Folders organize full calls. When you add a call to a folder, people with access to the folder can view the call content included in that folder (recording, transcript, and summary), based on the folder’s sharing settings.

• Playlists organize Highlights (clips). A playlist is a curated list of highlighted clips that can be shared among your team—great for collections like testimonials, training moments, or product feedback.

Quick rule of thumb:

• Use a folder when you need a shared place to manage complete calls.

• Use a playlist when you want to share specific moments from calls (highlights/clips).

Folders are a Team Edition feature. To use folders, you’ll need to either:

• Be on a Team plan, or

• Be added to an existing Team Plan organization/workspace that has folders enabled.

1. Click on a call in Fathom.

2. Under the call title, click Add to Folder.

3. Create a New Folder or select an existing folder to add the call to.

You can determine if a folder should be Private (No Team Visibility) to you, Visible to your team, Visible to Multiple Teams, or Visible to All Teams.

By default, folders are set to Private. To update this, navigate to the folder (see Locating Folders below) and find the drop-down in the upper right-hand corner.

Any changes made will take effect immediately.

• These rules explain most “why can/can’t I see this call?” questions:

  • Calls inherit the folder’s sharing permissions when added to a folder.

  • Folders can make calls more visible, but not less visible.

    • Example: If a call is shared to all teams and you add it to a private folder, the call will still remain visible to all teams.

  • If a call is in a folder, you can’t change that call’s visibility directly. To make changes, remove the call from the folder first.

  • Changes stay in sync:

    • Removing a call from a folder reverts its visibility to its previous standalone setting.

    • If a call was manually shared with a specific team before being added to a folder, removing it from the folder will retain that specific team access.

  • Folder owners are automatically granted Admin access to any recordings added to their folders.

• Anyone can add a call to a folder as long as they have access to the call and the folder is shared with either:

  • all teams, or

  • their team, or

  • multiple teams that include theirs

• Only the Folder Admin can update the folder’s visibility settings or delete the folder.

• Bulk adding multiple calls to a folder is not currently supported.

When you share a folder link, recipients can view the recordings, transcripts, and summaries inside that folder based on the folder’s access settings. Calls inside a folder follow the folder’s visibility rules (folders can make calls more visible, but not less visible).

Open the folder you’d like to share and click the “Share” button.

1. Choose one of two options:

   • Copy Link and share it directly.

   • Enter the email address of the person you want to share the folder with.

2. To the left of the Copy Link button, you can set access permissions:

   • Anyone with the link can view

   • Anyone on the same domain can view

   • Only people added can view

• Limited: Can view transcripts, summaries, and recordings, but not the full sharing details. A message will appear prompting them to ask the folder owner to upgrade access if more visibility is needed.

• Standard: Can view all content, add or remove calls from folders.

• Admin: Grants admin access to the folder. Can also add or remove calls from folders.

• Remove: Revoke a user’s access to the folder.

Once a Folder is created, you can access it by going to https://fathom.video/folders, or you can also navigate to the Folders tab!

Folders have unique URLs, allowing them to be bookmarked in your web browser!