# Places and devices Category: Documenting sites. Updated 2026-11-12. Everything you record hangs off a client: a client has properties, a property has rooms, and a room holds devices, racks, cable runs, and sub-rooms; this page covers adding, changing, moving, copying, archiving, and deleting them. ## Add a client or a property 1. On the home page, press **Add client** in the **All clients** heading, type the **Client name**, and press **Add client**. 2. Open the client and press **Add property** in the **Properties** heading. 3. Fill in the **Property name**, the **Type** (**Business** or **Residential**), and the address. Under **Access**, note **Parking**, **How to get in**, and **Hours**; door, gate, and alarm codes go in the property's sealed **Access codes** section instead. 4. Press **Add property**. ## Add a room 1. Open the property and press **Add room** in the **Rooms** heading. 2. Type the **Room name** and choose its **Type**: **Interior room**, or **External location** for a pole, pedestal, or outside wall. 3. If the property has drawn floors, pick the **Floor** the room is on, then press **Add room**. A room inside a room is a sub-room: open the room and press **Add sub-room**. ## Add a rack Open the room, press **Add rack** in the **Racks** heading, give it a **Rack name** and, if you know them, its **Type**, **Role**, **Height**, **U numbering**, **Depth**, and **Mount type**, and press **Add rack**. ## Add a device 1. Open the room (or rack) and press **Add item**. 2. To save typing, pick a saved model in **Start from preset**. It fills the type, make, model, height, and typed details. 3. Choose the **Type**. Leave **Name** blank to get the generated name shown under the field. 4. Fill in **Make**, **Model**, **Serial number**, **Firmware**, **IP address**, and **MAC address**; on a desktop the sheet sets the short fields two to a row. The camera button beside the serial and MAC fields reads them off the label; see [Labels and QR codes](https://cablefolio.com/help/labels-and-qr-codes/#read-a-serial-or-mac-with-the-camera). 5. Under **Lifecycle**, set the **Status** (**Planned**, **Installed**, **Spare**, or **Retired**) and any dates and order details. 6. Press **Add item**. To fill a room from a scanner export or spreadsheet, press **Import devices** in the room's **Items** heading (up to 500 rows at a time). ## Work with a rack The rack page draws the rack as it hangs, each device labelled with the units it covers, counted from the bottom. - Drag a device type or preset from the palette onto the rack, or press **Add a device here** in a free space. - Type in the palette's **Find a type or preset** box to narrow it to the types and presets whose names hold every word typed; the list scrolls when it is longer than the space above the rack. - Every range of units is written one way, such as **U33–32**: on the drawing, the device page, labels, reservations, the history, and the report. - Drag a device by its grip to reorder it, or use the up and down buttons in the list under the drawing. **Undo** and **Redo** step through reorders. - On a desktop, press a device's gear to open its settings beside the rack; **Copy**, **Paste**, and **Delete** act on it. - **Reserve units** keeps space for planned gear. Placing a device there asks **Place on reserved units?**; **Place anyway** overrides it. ## Save a model as a preset On a device's page press **Save as preset**. Presets live in Settings › Presets, where **Add preset** makes one from scratch, **Layout** draws the model's front and back faces, and **Import presets** and **Download presets** move the library as a file. Whoever saved a preset, or a manager, may **Edit** or **Remove** it. Changing a preset never changes devices already made from it. ## Move, swap, or copy - A device: press **Move item** and choose **Move to**. Links the new place cannot keep are listed before you confirm. On a desktop you can also drag it in the tree. - A room or a property: press **Move** and pick another property or client. - **Move to stock** records that a device is waiting in one of your stock places. - **Swap device** replaces the hardware but keeps the place, name, port labels, and links. - **Duplicate** on a room, rack, or device page makes a copy. ## Archive a client or property An owner or admin can press **Archive client** or **Archive property**. It leaves the lists, the Needs attention counts, and Resources, and is read-only until unarchived; search, the export, and its reports still have it. **Show archived** brings archived records back into a list; **Unarchive** reverses it. ## Delete and restore Press **Delete** on a page and confirm. What you delete, with everything under it, goes to the Recycle bin for 30 days. Open **Settings**, then **Recycle bin**, and press **Restore** to put it back where it was. An owner or admin can press **Remove for good** instead. > A user account can add and edit anything but cannot delete a client or a property. See [Accounts and security](https://cablefolio.com/help/accounts-and-security/#who-can-do-what). ## More help - [Next: Ports and links](https://cablefolio.com/help/ports-and-links/) - [Contact support](https://cablefolio.com/support/)