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To keep your Workspace super-organised and structure it so all documents are easy to find, you can create folders and subfolders in the specific document archive of a Workspace.

How to create folders

  1. Select the workspace you want to create your folder in.
  2. Go to Documents in the menu bar to access the document archive.
  3. Click on the name of the workspace. 
  4. Click on the folder icon and give your folder a name to create your first folder.

Once you have created your folders, you can then choose to add a subfolders.

To create more folders, you need to click on the workspace name and then click on the folder icon.

How to create subfolders

  1. Click the three dots to the right of the folder you wish to create a subfolder for and select add subfolder.
  2. Give your subfolder a name.
  3. To add a subfolder to an existing subfolder, click on the three dots and select add subfolder.
You can change the name, delete, and add folders/subfolder by clicking on the three dots to the right of that folder.

How to move documents to folders and subfolders

If you already have documents in the Workspace, this is how you move them to a folder.

  1. Click on the three dots to the right of the document you want to move and select move to
  2. Select the folder/subfolder you want to move the document to and select move.

How to connect a folder/subfolder to a template

Do you want documents that are created from a specific template to end up in a specific folder? No problem!

  1. Go to templates in the menu bar and select the template you want to connect with a folder.
  2. Go to settings and scroll to the bottom.
  3. Go to save new documents to.. and select the folder you wish your documents should be placed.

You can create up to 100 folders per workspace. A folder can have three different levels. You can have a subfolders within a subfolders.
Who can manage folders on an account?
Folders are controlled based on workspaces permissions. Users who do not have this permission cannot manage folders and structure.

You can create a new role or edit an existing role to allow you and your colleagues to manage folders. You can read more about how to create and edit roles here!

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